Valued Wealth Advisors’s Pfizer PFE Stock Holding History

Valued Wealth Advisors’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	$4.33K	Sell	180 -301	-63%	-$7.87K	﹤0.01%	476
2026 Q1	$13.5K	Buy	481 +373	+345%	+$9.93K	0.01%	238
2025 Q4	$2.69K	Buy	108 +58	+116%	+$1.46K	﹤0.01%	379
2025 Q3	$1.28K	Buy	50 +11	+28%	+$272	﹤0.01%	425
2025 Q2	$944	Sell	39 -339	-90%	-$7.91K	﹤0.01%	455
2025 Q1	$9.59K	Buy	378 +110	+41%	+$2.88K	0.01%	234
2024 Q4	$7.11K	Hold	268	–	–	﹤0.01%	264
2024 Q3	$7.77K	Sell	268 -96	-26%	-$2.8K	0.01%	246
2024 Q2	$10.2K	Buy	364 +49	+16%	+$1.35K	0.01%	191
2024 Q1	$8.75K	Sell	315 -79	-20%	-$2.19K	0.01%	195
2023 Q4	$13.1K	Buy	+394	New	+$11.9K	0.01%	102

Other funds holding PFE

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

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

CWP

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Valued Wealth Advisors's PFE Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Pfizer (PFE) stake by 63% in Q2 2026, selling an estimated $7.87K and leaving 180 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Valued Wealth Advisors first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5K in Q1 2026. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Valued Wealth Advisors held 180 shares of Pfizer worth $4.33K as of Q2 2026.
Valued Wealth Advisors sold 301 Pfizer shares in Q2 2026, an estimated $7.87K.
Pfizer made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #476 holding.
Valued Wealth Advisors first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Pfizer position peaked at $13.5K in Q1 2026.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.