United Capital Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.65M | Sell |
234,637
-13,573
| -5% | -$355K | 0.03% | 358 |
|
|
2026
Q1 | $6.97M | Buy |
248,210
+8,718
| +4% | +$232K | 0.04% | 301 |
|
|
2025
Q4 | $5.96M | Buy |
239,492
+19,033
| +9% | +$480K | 0.04% | 326 |
|
|
2025
Q3 | $5.62M | Sell |
220,459
-9,115
| -4% | -$225K | 0.04% | 286 |
|
|
2025
Q2 | $5.56M | Buy |
229,574
+42,309
| +23% | +$987K | 0.04% | 265 |
|
|
2025
Q1 | $4.75M | Buy |
187,265
+208
| +0.1% | +$5.44K | 0.04% | 278 |
|
|
2024
Q4 | $4.96M | Sell |
187,057
-77,726
| -29% | -$2.11M | 0.04% | 263 |
|
|
2024
Q3 | $7.66M | Sell |
264,783
-18,803
| -7% | -$549K | 0.06% | 211 |
|
|
2024
Q2 | $7.93M | Sell |
283,586
-15,155
| -5% | -$417K | 0.07% | 204 |
|
|
2024
Q1 | $8.29M | Sell |
298,741
-136,599
| -31% | -$3.79M | 0.07% | 201 |
|
|
2023
Q4 | $12.5M | Sell |
435,340
-469,332
| -52% | -$14.2M | 0.1% | 163 |
|
|
2023
Q3 | $30M | Sell |
904,672
-76,311
| -8% | -$2.7M | 0.2% | 105 |
|
|
2023
Q2 | $36M | Buy |
980,983
+70,944
| +8% | +$2.76M | 0.2% | 99 |
|
|
2023
Q1 | $37.1M | Sell |
910,039
-27,926
| -3% | -$1.21M | 0.21% | 93 |
|
|
2022
Q4 | $48.1M | Buy |
937,965
+10,214
| +1% | +$490K | 0.27% | 78 |
|
|
2022
Q3 | $40.6M | Buy |
927,751
+6,441
| +0.7% | +$313K | 0.24% | 84 |
|
|
2022
Q2 | $48.3M | Buy |
921,310
+36,461
| +4% | +$1.86M | 0.27% | 79 |
|
|
2022
Q1 | $45.8M | Buy |
884,849
+11,621
| +1% | +$603K | 0.22% | 92 |
|
|
2021
Q4 | $51.6M | Buy |
873,228
+431,637
| +98% | +$21.4M | 0.24% | 88 |
|
|
2021
Q3 | $19M | Buy |
441,591
+12,193
| +3% | +$540K | 0.09% | 193 |
|
|
2021
Q2 | $16.8M | Sell |
429,398
-15,453
| -3% | -$601K | 0.08% | 210 |
|
|
2021
Q1 | $16.1M | Sell |
444,851
-19,512
| -4% | -$693K | 0.09% | 211 |
|
|
2020
Q4 | $17.1M | Sell |
464,363
-4,506
| -1% | -$165K | 0.1% | 193 |
|
|
2020
Q3 | $16.3M | Buy |
468,869
+7,407
| +2% | +$260K | 0.11% | 192 |
|
|
2020
Q2 | $14.3M | Sell |
461,462
-28,636
| -6% | -$973K | 0.1% | 200 |
|
|
2020
Q1 | $15.2M | Sell |
490,098
-148,666
| -23% | -$5.07M | 0.13% | 179 |
|
|
2019
Q4 | $23.7M | Buy |
638,764
+72,769
| +13% | +$2.59M | 0.15% | 157 |
|
|
2019
Q3 | $19.3M | Sell |
565,995
-504,528
| -47% | -$18.3M | 0.13% | 182 |
|
|
2019
Q2 | $44M | Buy |
1,070,523
+31,822
| +3% | +$1.26M | 0.29% | 79 |
|
|
2019
Q1 | $41.9M | Sell |
1,038,701
-52,610
| -5% | -$2.11M | 0.29% | 80 |
|
|
2018
Q4 | $45.2M | Buy |
1,091,311
+5,870
| +0.5% | +$244K | 0.36% | 63 |
|
|
2018
Q3 | $45.4M | Buy |
1,085,441
+41,393
| +4% | +$1.59M | 0.32% | 66 |
|
|
2018
Q2 | $35.9M | Sell |
1,044,048
-21,192
| -2% | -$724K | 0.27% | 81 |
|
|
2018
Q1 | $35.9M | Buy |
1,065,240
+39,015
| +4% | +$1.34M | 0.27% | 81 |
|
|
2017
Q4 | $35.4M | Buy |
1,026,225
+7,717
| +0.8% | +$263K | 0.28% | 76 |
|
|
2017
Q3 | $34.5M | Buy |
1,018,508
+4,662
| +0.5% | +$150K | 0.29% | 72 |
|
|
2017
Q2 | $32.3M | Buy |
1,013,846
+2,147
| +0.2% | +$67.7K | 0.29% | 77 |
|
|
2017
Q1 | $32.8M | Sell |
1,011,699
-4,241
| -0.4% | -$134K | 0.31% | 74 |
|
|
2016
Q4 | $31.3M | Buy |
1,015,940
+20,033
| +2% | +$612K | 0.3% | 70 |
|
|
2016
Q3 | $32M | Buy |
995,907
+34,751
| +4% | +$1.16M | 0.31% | 70 |
|
|
2016
Q2 | $31.9M | Buy |
961,156
+26,582
| +3% | +$848K | 0.33% | 60 |
|
|
2016
Q1 | $26.3M | Buy |
934,574
+4,910
| +0.5% | +$140K | 0.29% | 69 |
|
|
2015
Q4 | $28.5M | Sell |
929,664
-57,103
| -6% | -$1.8M | 0.33% | 54 |
|
|
2015
Q3 | $29.4M | Sell |
986,767
-134,859
| -12% | -$4.32M | 0.35% | 48 |
|
|
2015
Q2 | $35.7M | Sell |
1,121,626
-9,193
| -0.8% | -$300K | 0.41% | 46 |
|
|
2015
Q1 | $36.4M | Buy |
1,130,819
+240,769
| +27% | +$7.65M | 0.44% | 41 |
|
|
2014
Q4 | $26.3M | Buy |
890,050
+66,974
| +8% | +$1.92M | 0.39% | 64 |
|
|
2014
Q3 | $23.1M | Buy |
823,076
+7,983
| +1% | +$224K | 0.4% | 62 |
|
|
2014
Q2 | $23M | Buy |
815,093
+218,609
| +37% | +$6.23M | 0.43% | 56 |
|
|
2014
Q1 | $18.2M | Buy |
596,484
+246,201
| +70% | +$7.34M | 0.39% | 57 |
|
|
2013
Q4 | $10.2M | Buy |
350,283
+62,281
| +22% | +$1.81M | 0.35% | 82 |
|
|
2013
Q3 | $7.85M | Sell |
288,002
-140,650
| -33% | -$3.83M | 0.25% | 91 |
|
|
2013
Q2 | $11.4M | Buy |
+428,652
| New | +$11.8M | 0.3% | 89 |
|
Other funds holding PFE
United Capital Financial Advisors's PFE Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Pfizer (PFE) stake by 5.5% in Q2 2026, selling an estimated $355K and leaving 234,637 shares worth $5.65M. The position accounts for 0.03% of the portfolio, ranked #358.
United Capital Financial Advisors first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $51.6M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- United Capital Financial Advisors held 234,637 shares of Pfizer worth $5.65M as of Q2 2026.
- United Capital Financial Advisors sold 13,573 Pfizer shares in Q2 2026, an estimated $355K.
- Pfizer made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #358 holding.
- United Capital Financial Advisors first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's Pfizer position peaked at $51.6M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.