Valley National Advisers’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
$201K Sell
8,366
-1,445
-15% -$37.8K 0.02% 256
2026
Q1
$275K Sell
9,811
-385
-4% -$10.3K 0.04% 223
2025
Q4
$253K Buy
10,196
+265
+3% +$6.68K 0.04% 218
2025
Q3
$253K Buy
9,931
+723
+8% +$17.8K 0.04% 209
2025
Q2
$223K Sell
9,208
-1,835
-17% -$42.8K 0.04% 228
2025
Q1
$279K Buy
11,043
+1,309
+13% +$34.3K 0.05% 204
2024
Q4
$258K Sell
9,734
-8,214
-46% -$223K 0.05% 203
2024
Q3
$519K Sell
17,948
-11,191
-38% -$326K 0.09% 162
2024
Q2
$815K Sell
29,139
-3,800
-12% -$105K 0.12% 129
2024
Q1
$914K Buy
32,939
+6,835
+26% +$190K 0.14% 125
2023
Q4
$751K Sell
26,104
-5,647
-18% -$171K 0.12% 132
2023
Q3
$1.05M Buy
31,751
+782
+3% +$27.7K 0.18% 101
2023
Q2
$1.14M Buy
30,969
+224
+0.7% +$8.72K 0.19% 98
2023
Q1
$1.23M Sell
30,745
-844
-3% -$36.5K 0.22% 91
2022
Q4
$1.5M Sell
31,589
-579
-2% -$27.8K 0.27% 81
2022
Q3
$1.42M Sell
32,168
-1,752
-5% -$85.1K 0.3% 73
2022
Q2
$1.81M Sell
33,920
-374
-1% -$19.1K 0.38% 59
2022
Q1
$1.78M Sell
34,294
-598
-2% -$31K 0.34% 68
2021
Q4
$2.06M Sell
34,892
-38,095
-52% -$1.89M 0.38% 74
2021
Q3
$3.14M Sell
72,987
-211
-0.3% -$9.35K 0.57% 33
2021
Q2
$2.87M Buy
73,198
+56
+0.1% +$2.18K 0.52% 36
2021
Q1
$2.65M Buy
73,142
+202
+0.3% +$7.17K 0.52% 33
2020
Q4
$2.69M Sell
72,940
-3,470
-5% -$127K 0.56% 31
2020
Q3
$2.66M Buy
76,410
+1,263
+2% +$44.3K 0.61% 27
2020
Q2
$2.33M Buy
75,147
+247
+0.3% +$8.39K 0.54% 31
2020
Q1
$2.32M Sell
74,900
-5,827
-7% -$199K 0.64% 31
2019
Q4
$3M Buy
80,727
+1,030
+1% +$36.7K 0.75% 32
2019
Q3
$2.72M Sell
79,697
-148
-0.2% -$5.38K 0.75% 35
2019
Q2
$3.28M Sell
79,845
-876
-1% -$34.8K 0.9% 28
2019
Q1
$3.25M Sell
80,721
-1,074
-1% -$43K 0.93% 23
2018
Q4
$3.39M Sell
81,795
-2,298
-3% -$95.4K 1.1% 21
2018
Q3
$3.52M Buy
84,093
+1,851
+2% +$71.3K 1.22% 24
2018
Q2
$2.83M Buy
82,242
+2,170
+3% +$74.2K 1.08% 30
2018
Q1
$2.7M Buy
80,072
+18,415
+30% +$633K 1% 26
2017
Q4
$2.12M Buy
61,657
+29,322
+91% +$1,000K 0.74% 33
2017
Q3
$1.09M Sell
32,335
-203
-0.6% -$6.52K 0.37% 50
2017
Q2
$1.04M Sell
32,538
-2,001
-6% -$63.1K 0.37% 53
2017
Q1
$1.12M Sell
34,539
-3,977
-10% -$125K 0.43% 47
2016
Q4
$1.19M Sell
38,516
-768
-2% -$23.4K 0.55% 55
2016
Q3
$1.26M Buy
39,284
+5,027
+15% +$168K 0.65% 48
2016
Q2
$1.14M Buy
34,257
+9,058
+36% +$289K 0.59% 51
2016
Q1
$709K Buy
25,199
+2,756
+12% +$78.7K 0.38% 72
2015
Q4
$687K Buy
22,443
+6,239
+39% +$196K 0.4% 65
2015
Q3
$483K Sell
16,204
-285
-2% -$9.14K 0.29% 91
2015
Q2
$525K Buy
16,489
+6,724
+69% +$219K 0.3% 89
2015
Q1
$322K Buy
9,765
+6,227
+176% +$198K 0.19% 110
2014
Q4
$103K Buy
+3,538
New +$101K 0.08% 126

Other funds holding PFE

Valley National Advisers's PFE Position: Q2 2026 in Review

Valley National Advisers reduced its Pfizer (PFE) stake by 15% in Q2 2026, selling an estimated $37.8K and leaving 8,366 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #256.

Valley National Advisers first reported a position in PFE in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.52M in Q3 2018. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Valley National Advisers held 8,366 shares of Pfizer worth $201K as of Q2 2026.
  • Valley National Advisers sold 1,445 Pfizer shares in Q2 2026, an estimated $37.8K.
  • Pfizer made up 0.02% of Valley National Advisers's portfolio in Q2 2026, its #256 holding.
  • Valley National Advisers first reported a position in Pfizer in Q4 2014 and has held it in 47 quarters since.
  • Valley National Advisers's Pfizer position peaked at $3.52M in Q3 2018.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.