Able Wealth Management
PFE icon

Able Wealth Management’s Pfizer PFE Stock Holding History

Able Wealth Management’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 		$594K Sell
21,684
-407
-2% -$10.8K 0.13% 75
2026
Q2 		$499K Buy
22,091
+562
+3% +$14.7K 0.11% 81
2026
Q1 		$565K Sell
21,529
-551
-2% -$14.7K 0.15% 76
2025
Q4 		$502K Buy
22,080
+969
+5% +$24.4K 0.16% 71
2025
Q3 		$538K Sell
21,111
-17
-0.1% -$420 0.2% 67
2025
Q2 		$512K Buy
21,128
+413
+2% +$9.6K 0.26% 63
2025
Q1 		$525K Sell
20,715
-7,925
-28% -$207K 0.31% 59
2024
Q4 		$760K Buy
28,640
+224
+0.8% +$6.08K 0.5% 47
2024
Q3 		$822K Buy
28,416
+182
+0.6% +$5.31K 0.62% 39
2024
Q2 		$790K Sell
28,234
-248
-0.9% -$6.83K 0.65% 35
2024
Q1 		$790K Sell
28,482
-3,789
-12% -$105K 0.69% 33
2023
Q4 		$929K Buy
+32,271
New +$976K 0.84% 25

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Able Wealth Management's PFE Position: Q3 2026 in Review

Able Wealth Management reduced its Pfizer (PFE) stake by 1.8% in Q3 2026, selling an estimated $10.8K and leaving 21,684 shares worth $594K. The position accounts for 0.13% of the portfolio, ranked #75.

Able Wealth Management first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $929K in Q4 2023. 972 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Able Wealth Management held 21,684 shares of Pfizer worth $594K as of Q3 2026.
  • Able Wealth Management sold 407 Pfizer shares in Q3 2026, an estimated $10.8K.
  • Pfizer made up 0.13% of Able Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Able Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • Able Wealth Management's Pfizer position peaked at $929K in Q4 2023.
  • 972 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.