United Asset Strategies’s Pfizer PFE Stock Holding History

United Asset Strategies’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	$645K	Buy	26,793 +1,301	+5%	+$34K	0.05%	189
2026 Q1	$716K	Buy	25,492 +892	+4%	+$23.7K	0.06%	172
2025 Q4	$613K	Sell	24,600 -219	-0.9%	-$5.52K	0.05%	182
2025 Q3	$632K	Buy	24,819 +143	+0.6%	+$3.53K	0.05%	180
2025 Q2	$598K	Sell	24,676 -355	-1%	-$8.28K	0.05%	179
2025 Q1	$634K	Sell	25,031 -6,307	-20%	-$165K	0.06%	176
2024 Q4	$831K	Sell	31,338 -936	-3%	-$25.4K	0.08%	146
2024 Q3	$934K	Buy	32,274 +2,141	+7%	+$62.5K	0.09%	145
2024 Q2	$843K	Sell	30,133 -175	-0.6%	-$4.82K	0.08%	145
2024 Q1	$841K	Sell	30,308 -18,097	-37%	-$502K	0.08%	160
2023 Q4	$1.39M	Sell	48,405 -15,681	-24%	-$474K	0.16%	120
2023 Q3	$2.13M	Sell	64,086 -38,950	-38%	-$1.38M	0.27%	82
2023 Q2	$3.78M	Buy	103,036 +4,959	+5%	+$193K	0.47%	58
2023 Q1	$4M	Buy	98,077 +5,789	+6%	+$250K	0.53%	54
2022 Q4	$4.73M	Buy	92,288 +6,900	+8%	+$331K	0.66%	51
2022 Q3	$3.74M	Buy	85,388 +4,713	+6%	+$229K	0.57%	57
2022 Q2	$4.23M	Buy	80,675 +3,844	+5%	+$196K	0.62%	51
2022 Q1	$3.98M	Sell	76,831 -57,459	-43%	-$2.98M	0.51%	55
2021 Q4	$7.93M	Sell	134,290 -1,835	-1%	-$90.9K	0.94%	40
2021 Q3	$5.86M	Sell	136,125 -905	-0.7%	-$40.1K	0.76%	46
2021 Q2	$5.37M	Buy	137,030 +5,577	+4%	+$217K	0.72%	47
2021 Q1	$4.76M	Sell	131,453 -2,409	-2%	-$85.5K	0.69%	47
2020 Q4	$4.93M	Buy	133,862 +26,842	+25%	+$985K	0.77%	45
2020 Q3	$3.73M	Buy	107,020 +39,605	+59%	+$1.39M	0.69%	47
2020 Q2	$2.09M	Buy	67,415 +6,048	+10%	+$205K	0.41%	60
2020 Q1	$1.9M	Sell	61,367 -2,016	-3%	-$68.7K	0.47%	55
2019 Q4	$2.36M	Buy	63,383 +1,082	+2%	+$38.5K	0.46%	64
2019 Q3	$2.12M	Sell	62,301 -45,593	-42%	-$1.66M	0.46%	64
2019 Q2	$4.43M	Buy	107,894 +13,999	+15%	+$556K	1.02%	35
2019 Q1	$3.78M	Buy	93,895 +28,577	+44%	+$1.14M	0.89%	39
2018 Q4	$2.71M	Sell	65,318 -3,126	-5%	-$130K	0.74%	45
2018 Q3	$2.86M	Sell	68,444 -1,039	-1%	-$40K	0.67%	52
2018 Q2	$2.39M	Sell	69,483 -6,378	-8%	-$218K	0.63%	53
2018 Q1	$2.55M	Sell	75,861 -859	-1%	-$29.5K	0.75%	43
2017 Q4	$2.64M	Sell	76,720 -146	-0.2%	-$4.98K	0.71%	44
2017 Q3	$2.6M	Sell	76,866 -8,243	-10%	-$265K	1.48%	22
2017 Q2	$2.71M	Buy	85,109 +2,479	+3%	+$78.2K	0.8%	42
2017 Q1	$2.68M	Buy	82,630 +2,675	+3%	+$84.3K	0.82%	40
2016 Q4	$2.46M	Buy	79,955 +8,381	+12%	+$256K	0.8%	43
2016 Q3	$2.28M	Buy	71,574 +1,959	+3%	+$65.5K	0.8%	43
2016 Q2	$2.33M	Sell	69,615 -100	-0.1%	-$3.19K	0.87%	41
2016 Q1	$1.96M	Buy	69,715 +7,175	+11%	+$205K	0.87%	37
2015 Q4	$1.92M	Buy	62,540 +146	+0.2%	+$4.59K	0.83%	40
2015 Q3	$1.86M	Buy	62,394 +1,752	+3%	+$56.2K	0.86%	40
2015 Q2	$1.93M	Buy	60,642 +1,947	+3%	+$63.5K	0.86%	45
2015 Q1	$1.89M	Sell	58,695 -9,879	-14%	-$314K	0.88%	43
2014 Q4	$2.03M	Buy	68,574 +3,609	+6%	+$103K	0.87%	45
2014 Q3	$1.82M	Sell	64,965 -4,867	-7%	-$137K	0.82%	50
2014 Q2	$1.97M	Sell	69,832 -62,067	-47%	-$1.77M	0.95%	41
2014 Q1	$4.02M	Buy	131,899 +25,727	+24%	+$767K	2.28%	12
2013 Q4	$3.08M	Buy	106,172 +16,580	+19%	+$483K	2.12%	13
2013 Q3	$2.44M	Buy	89,592 +1,912	+2%	+$52K	1.55%	21
2013 Q2	$2.33M	Buy	+87,680	New	+$2.42M	1.54%	22

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

United Asset Strategies's PFE Position: Q2 2026 in Review

United Asset Strategies increased its Pfizer (PFE) stake by 5.1% in Q2 2026, buying an estimated $34K and bringing the position to 26,793 shares worth $645K. The position accounts for 0.05% of the portfolio, ranked #189.

United Asset Strategies first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.93M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

United Asset Strategies held 26,793 shares of Pfizer worth $645K as of Q2 2026.
United Asset Strategies bought 1,301 Pfizer shares in Q2 2026, an estimated $34K.
Pfizer made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #189 holding.
United Asset Strategies first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
United Asset Strategies's Pfizer position peaked at $7.93M in Q4 2021.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.