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Wiser Advisor Group’s Pfizer PFE Stock Holding History

Wiser Advisor Group’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 		$12.7K Buy
526
+9
+2% +$235 0.01% 161
2026
Q1 		$14.5K Buy
517
+8
+2% +$213 0.02% 147
2025
Q4 		$12.7K Buy
509
+8
+2% +$202 0.01% 158
2025
Q3 		$12.8K Buy
+501
New +$12.4K 0.02% 161
2025
Q2 		– Sell
-6,360
Closed -$161K – 190
2025
Q1 		$161K Buy
6,360
+1,522
+31% +$39.8K 0.24% 51
2024
Q4 		$128K Buy
4,838
+52
+1% +$1.41K 0.19% 59
2024
Q3 		$139K Sell
4,786
-25
-0.5% -$729 0.21% 57
2024
Q2 		$135K Sell
4,811
-2,010
-29% -$55.3K 0.21% 55
2024
Q1 		$189K Sell
6,821
-13
-0.2% -$361 0.3% 52
2023
Q4 		$197K Buy
+6,834
New +$207K 0.33% 50

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wiser Advisor Group's PFE Position: Q2 2026 in Review

Wiser Advisor Group increased its Pfizer (PFE) stake by 1.7% in Q2 2026, buying an estimated $235 and bringing the position to 526 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #161.

Wiser Advisor Group first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $197K in Q4 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wiser Advisor Group held 526 shares of Pfizer worth $12.7K as of Q2 2026.
  • Wiser Advisor Group bought 9 Pfizer shares in Q2 2026, an estimated $235.
  • Pfizer made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #161 holding.
  • Wiser Advisor Group first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Pfizer position peaked at $197K in Q4 2023.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.