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W Advisors LLC’s Pfizer PFE Stock Holding History

W Advisors LLC’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 		$237K Buy
9,841
+459
+5% +$12K 0.11% 139
2026
Q1 		$263K Buy
+9,382
New +$250K 0.14% 116
2025
Q4 		– Sell
-8,329
Closed -$212K – 145
2025
Q3 		$212K Buy
+8,329
New +$206K 0.11% 130
2025
Q2 		– Sell
-11,723
Closed -$297K – 132
2025
Q1 		$297K Buy
+11,723
New +$307K 0.19% 98
2024
Q4 		– Sell
-12,507
Closed -$362K – 121
2024
Q3 		$362K Buy
12,507
+169
+1% +$4.93K 0.22% 85
2024
Q2 		$345K Buy
12,338
+298
+2% +$8.2K 0.23% 80
2024
Q1 		$334K Buy
12,040
+75
+0.6% +$2.08K 0.23% 84
2023
Q4 		$344K Buy
11,965
+1,513
+14% +$45.7K 0.26% 77
2023
Q3 		$347K Sell
10,452
-861
-8% -$30.4K 0.28% 71
2023
Q2 		$415K Buy
11,313
+98
+0.9% +$3.81K 0.33% 67
2023
Q1 		$458K Sell
11,215
-533
-5% -$23K 0.38% 63
2022
Q4 		$602K Buy
11,748
+83
+0.7% +$3.98K 0.5% 47
2022
Q3 		$511K Sell
11,665
-8
-0.1% -$389 0.48% 55
2022
Q2 		$612K Buy
11,673
+106
+0.9% +$5.4K 0.53% 49
2022
Q1 		$598K Buy
11,567
+760
+7% +$39.4K 0.45% 57
2021
Q4 		$638K Buy
+10,807
New +$535K 0.48% 53

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

W Advisors LLC's PFE Position: Q2 2026 in Review

W Advisors LLC increased its Pfizer (PFE) stake by 4.9% in Q2 2026, buying an estimated $12K and bringing the position to 9,841 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #139.

W Advisors LLC first reported a position in PFE in Q4 2021 and has held it in 16 quarters since. The position peaked at $638K in Q4 2021. 1,329 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • W Advisors LLC held 9,841 shares of Pfizer worth $237K as of Q2 2026.
  • W Advisors LLC bought 459 Pfizer shares in Q2 2026, an estimated $12K.
  • Pfizer made up 0.11% of W Advisors LLC's portfolio in Q2 2026, its #139 holding.
  • W Advisors LLC first reported a position in Pfizer in Q4 2021 and has held it in 16 quarters since.
  • W Advisors LLC's Pfizer position peaked at $638K in Q4 2021.
  • 1,329 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.