UAG
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

United Advisor Group's PFE Position: Q1 2026 in Review

United Advisor Group increased its Pfizer (PFE) stake by 0.96% in Q1 2026, buying an estimated $22.8K and bringing the position to 90,228 shares worth $2.53M. The position accounts for 0.31% of the portfolio, ranked #84.

United Advisor Group first reported a position in PFE in Q2 2024 and has held it in 8 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • United Advisor Group held 90,228 shares of Pfizer worth $2.53M as of Q1 2026.
  • United Advisor Group bought 855 Pfizer shares in Q1 2026, an estimated $22.8K.
  • Pfizer made up 0.31% of United Advisor Group's portfolio in Q1 2026, its #84 holding.
  • United Advisor Group first reported a position in Pfizer in Q2 2024 and has held it in 8 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.