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 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

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

United Advisor Group's PFE Position: Q2 2026 in Review

United Advisor Group reduced its Pfizer (PFE) stake by 1.3% in Q2 2026, selling an estimated $30.5K and leaving 89,061 shares worth $2.14M. The position accounts for 0.23% of the portfolio, ranked #117.

United Advisor Group first reported a position in PFE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q1 2026. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

United Advisor Group held 89,061 shares of Pfizer worth $2.14M as of Q2 2026.
United Advisor Group sold 1,167 Pfizer shares in Q2 2026, an estimated $30.5K.
Pfizer made up 0.23% of United Advisor Group's portfolio in Q2 2026, its #117 holding.
United Advisor Group first reported a position in Pfizer in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's Pfizer position peaked at $2.53M in Q1 2026.
2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.