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TrueWealth Advisors’s Pfizer PFE Stock Holding History

TrueWealth Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Sell
11,924
-1,927
-14% -$50.4K 0.06% 203
2026
Q1 		$389K Sell
13,851
-3,242
-19% -$86.3K 0.1% 166
2025
Q4 		$426K Buy
17,093
+6,263
+58% +$158K 0.11% 153
2025
Q3 		$276K Buy
10,830
+2,459
+29% +$60.7K 0.07% 191
2025
Q2 		$203K Sell
8,371
-3,348
-29% -$78.1K 0.06% 214
2025
Q1 		$297K Sell
11,719
-1,986
-14% -$52K 0.1% 162
2024
Q4 		$364K Sell
13,705
-4,994
-27% -$135K 0.12% 152
2024
Q3 		$541K Buy
18,699
+490
+3% +$14.3K 0.18% 100
2024
Q2 		$509K Sell
18,209
-2,467
-12% -$67.9K 0.19% 95
2024
Q1 		$574K Buy
20,676
+10,036
+94% +$278K 0.22% 82
2023
Q4 		$306K Sell
10,640
-3,009
-22% -$91K 0.12% 141
2023
Q3 		$453K Sell
13,649
-4
-0% -$141 0.19% 90
2023
Q2 		$501K Sell
13,653
-166
-1% -$6.46K 0.21% 82
2023
Q1 		$564K Sell
13,819
-251
-2% -$10.8K 0.24% 76
2022
Q4 		$721K Buy
14,070
+217
+2% +$10.4K 0.32% 63
2022
Q3 		$606K Buy
13,853
+85
+0.6% +$4.13K 0.29% 70
2022
Q2 		$722K Buy
13,768
+1,546
+13% +$78.8K 0.34% 68
2022
Q1 		$722K Hold
12,222
– – 0.32% 68
2021
Q4 		$722K Buy
12,222
+4,815
+65% +$239K 0.32% 68
2021
Q3 		$319K Hold
7,407
– – 0.18% 100
2021
Q2 		$290K Sell
7,407
-492
-6% -$19.1K 0.17% 101
2021
Q1 		$308K Buy
+7,899
New +$280K 0.2% 92

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TrueWealth Advisors's PFE Position: Q2 2026 in Review

TrueWealth Advisors reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $50.4K and leaving 11,924 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #203.

TrueWealth Advisors first reported a position in PFE in Q1 2021 and has held it in 22 quarters since. The position peaked at $722K in Q2 2022. 1,329 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • TrueWealth Advisors held 11,924 shares of Pfizer worth $287K as of Q2 2026.
  • TrueWealth Advisors sold 1,927 Pfizer shares in Q2 2026, an estimated $50.4K.
  • Pfizer made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #203 holding.
  • TrueWealth Advisors first reported a position in Pfizer in Q1 2021 and has held it in 22 quarters since.
  • TrueWealth Advisors's Pfizer position peaked at $722K in Q2 2022.
  • 1,329 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.