Unison Advisors’s Pfizer PFE Stock Holding History

Unison 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	$2.37M	Buy	98,488 +1,554	+2%	+$40.6K	0.17%	69
2026 Q1	$2.72M	Buy	96,934 +1,620	+2%	+$43.1K	0.21%	56
2025 Q4	$2.37M	Buy	95,314 +1,631	+2%	+$41.1K	0.21%	63
2025 Q3	$2.39M	Buy	93,683 +1,568	+2%	+$38.7K	0.22%	60
2025 Q2	$2.23M	Buy	92,115 +1,717	+2%	+$40K	0.25%	59
2025 Q1	$2.29M	Buy	90,398 +1,420	+2%	+$37.2K	0.29%	59
2024 Q4	$2.36M	Buy	88,978 +1,266	+1%	+$34.3K	0.28%	57
2024 Q3	$2.54M	Buy	87,712 +1,298	+2%	+$37.9K	0.31%	55
2024 Q2	$2.42M	Buy	86,414 +1,380	+2%	+$38K	0.3%	55
2024 Q1	$2.36M	Buy	85,034 +1,730	+2%	+$48K	0.23%	58
2023 Q4	$2.4M	Buy	83,304 +1,017	+1%	+$30.7K	0.25%	50
2023 Q3	$2.73M	Buy	82,287 +909	+1%	+$32.1K	0.32%	42
2023 Q2	$2.98M	Buy	81,378 +788	+1%	+$30.7K	0.33%	36
2023 Q1	$3.29M	Buy	80,590 +782	+1%	+$33.8K	0.37%	28
2022 Q4	$4.09M	Buy	79,808 +757	+1%	+$36.3K	0.53%	21
2022 Q3	$3.46M	Buy	79,051 +589	+0.8%	+$28.6K	0.64%	21
2022 Q2	$4.11M	Buy	78,462 +603	+0.8%	+$30.7K	1.06%	10
2022 Q1	$4.03M	Buy	77,859 +510	+0.7%	+$26.5K	0.97%	13
2021 Q4	$4.57M	Buy	77,349 +873	+1%	+$43.3K	1.1%	9
2021 Q3	$3.29M	Sell	76,476 -18,803	-20%	-$833K	0.82%	20
2021 Q2	$3.73M	Buy	+95,279	New	+$3.71M	0.7%	28

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Unison Advisors's PFE Position: Q2 2026 in Review

Unison Advisors increased its Pfizer (PFE) stake by 1.6% in Q2 2026, buying an estimated $40.6K and bringing the position to 98,488 shares worth $2.37M. The position accounts for 0.17% of the portfolio, ranked #69.

Unison Advisors first reported a position in PFE in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.57M in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Unison Advisors held 98,488 shares of Pfizer worth $2.37M as of Q2 2026.
Unison Advisors bought 1,554 Pfizer shares in Q2 2026, an estimated $40.6K.
Pfizer made up 0.17% of Unison Advisors's portfolio in Q2 2026, its #69 holding.
Unison Advisors first reported a position in Pfizer in Q2 2021 and has held it in 21 quarters since.
Unison Advisors's Pfizer position peaked at $4.57M in Q4 2021.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.