Union Savings Bank’s Pfizer PFE Stock Holding History

Union Savings Bank’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	$253K	Sell	10,500 -1,374	-12%	-$35.9K	0.1%	112
2026 Q1	$333K	Hold	11,874	–	–	0.15%	95
2025 Q4	$296K	Buy	+11,874	New	+$299K	0.13%	106
2025 Q2	$282K	Hold	12,124	–	–	0.13%	110
2025 Q1	$307K	Buy	12,124 +680	+6%	+$17.8K	0.15%	104
2024 Q4	$303K	Sell	11,444 -2,040	-15%	-$55.3K	0.15%	103
2024 Q3	$390K	Sell	13,484 -591	-4%	-$17.2K	0.19%	96
2024 Q2	$394K	Sell	14,075 -3,130	-18%	-$86.2K	0.21%	96
2024 Q1	$477K	Sell	17,205 -794	-4%	-$22K	0.25%	81
2023 Q4	$518K	Buy	17,999 +626	+4%	+$18.9K	0.29%	75
2023 Q3	$576K	Hold	17,373	–	–	0.36%	67
2023 Q2	$626K	Buy	+17,373	New	+$676K	0.37%	64

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Union Savings Bank's PFE Position: Q2 2026 in Review

Union Savings Bank reduced its Pfizer (PFE) stake by 12% in Q2 2026, selling an estimated $35.9K and leaving 10,500 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #112.

Union Savings Bank first reported a position in PFE in Q2 2023 and has held it in 12 quarters since. The position peaked at $626K in Q2 2023. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Union Savings Bank held 10,500 shares of Pfizer worth $253K as of Q2 2026.
Union Savings Bank sold 1,374 Pfizer shares in Q2 2026, an estimated $35.9K.
Pfizer made up 0.1% of Union Savings Bank's portfolio in Q2 2026, its #112 holding.
Union Savings Bank first reported a position in Pfizer in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Pfizer position peaked at $626K in Q2 2023.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.