4Wealth Advisors
PFE icon

4Wealth Advisors’s Pfizer PFE Stock Holding History

4Wealth 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
Q3 		– Sell
-16,017
Closed -$390K – 159
2026
Q2 		$390K Sell
16,017
-499
-3% -$13.1K 0.3% 97
2026
Q1 		$459K Buy
16,516
+650
+4% +$17.3K 0.39% 84
2025
Q4 		$395K Buy
15,866
+1,168
+8% +$29.5K 0.34% 96
2025
Q3 		$375K Buy
14,698
+1,329
+10% +$32.8K 0.33% 94
2025
Q2 		$324K Sell
13,369
-121
-0.9% -$2.82K 0.33% 95
2025
Q1 		$342K Buy
13,490
+2,779
+26% +$72.7K 0.37% 95
2024
Q4 		$284K Buy
+10,711
New +$291K 0.28% 119

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

4Wealth Advisors's PFE Position: Q3 2026 in Review

4Wealth Advisors sold out of Pfizer (PFE) in Q3 2026, closing a stake of 16,017 shares — an estimated $390K sold.

4Wealth Advisors first reported a position in PFE in Q4 2024 and held it in 7 quarters. The position peaked at $459K in Q1 2026. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • 4Wealth Advisors reported no remaining Pfizer position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 16,017 Pfizer shares in Q3 2026, an estimated $390K.
  • 4Wealth Advisors first reported a position in Pfizer in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Pfizer position peaked at $459K in Q1 2026.
  • 1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.