United Advisor Group’s Pfizer PFE Stock Holding History

United Advisor Group’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 Q3	$2.53M	Sell	88,625 -436	-0.5%	-$11.6K	0.24%	106
2026 Q2	$2.14M	Sell	89,061 -1,167	-1%	-$30.5K	0.23%	117
2026 Q1	$2.53M	Buy	90,228 +855	+1%	+$22.8K	0.31%	84
2025 Q4	$2.23M	Buy	89,373 +29,502	+49%	+$744K	0.28%	90
2025 Q3	$1.53M	Buy	59,871 +44,824	+298%	+$1.11M	0.21%	113
2025 Q2	$365K	Buy	15,047 +2,794	+23%	+$65.2K	0.06%	279
2025 Q1	$310K	Sell	12,253 -29,323	-71%	-$767K	0.06%	270
2024 Q4	$1.1M	Sell	41,576 -3,207	-7%	-$87K	0.22%	111
2024 Q3	$1.3M	Buy	44,783 +34,976	+357%	+$1.02M	0.29%	87
2024 Q2	$274K	Buy	+9,807	New	+$270K	0.09%	215

Other funds holding PFE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

United Advisor Group's PFE Position: Q3 2026 in Review

United Advisor Group reduced its Pfizer (PFE) stake by 0.49% in Q3 2026, selling an estimated $11.6K and leaving 88,625 shares worth $2.53M. The position accounts for 0.24% of the portfolio, ranked #106.

United Advisor Group first reported a position in PFE in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.53M in Q1 2026. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

United Advisor Group held 88,625 shares of Pfizer worth $2.53M as of Q3 2026.
United Advisor Group sold 436 Pfizer shares in Q3 2026, an estimated $11.6K.
Pfizer made up 0.24% of United Advisor Group's portfolio in Q3 2026, its #106 holding.
United Advisor Group first reported a position in Pfizer in Q2 2024 and has held it in 10 quarters since.
United Advisor Group's Pfizer position peaked at $2.53M in Q1 2026.
1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.