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Acorn Financial Advisory Services’s Pfizer PFE Stock Holding History

Acorn Financial Advisory Services’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 		– Sell
-8,543
Closed -$240K – 228
2026
Q1 		$240K Sell
8,543
-82
-1% -$2.18K 0.03% 186
2025
Q4 		$215K Sell
8,625
-170
-2% -$4.29K 0.03% 200
2025
Q3 		$224K Buy
+8,795
New +$217K 0.03% 193
2025
Q2 		– Sell
-9,025
Closed -$229K – 204
2025
Q1 		$229K Sell
9,025
-263
-3% -$6.88K 0.04% 170
2024
Q4 		$246K Buy
9,288
+2,292
+33% +$62.2K 0.04% 179
2024
Q3 		$202K Sell
6,996
-603
-8% -$17.6K 0.04% 199
2024
Q2 		$213K Buy
+7,599
New +$209K 0.04% 194
2024
Q1 		– Sell
-8,857
Closed -$255K – 236
2023
Q4 		$255K Buy
8,857
+79
+0.9% +$2.39K 0.04% 212
2023
Q3 		$293K Buy
8,778
+1,855
+27% +$65.6K 0.05% 193
2023
Q2 		$254K Buy
6,923
+566
+9% +$22K 0.05% 213
2023
Q1 		$259K Sell
6,357
-362
-5% -$15.6K 0.05% 189
2022
Q4 		$344K Sell
6,719
-277
-4% -$13.3K 0.07% 160
2022
Q3 		$306K Buy
6,996
+567
+9% +$27.6K 0.07% 170
2022
Q2 		$337K Buy
6,429
+49
+0.8% +$2.5K 0.08% 157
2022
Q1 		$331K Buy
6,380
+746
+13% +$38.7K 0.07% 172
2021
Q4 		$333K Sell
5,634
-159
-3% -$7.88K 0.07% 173
2021
Q3 		$249K Sell
5,793
-4,500
-44% -$199K 0.08% 190
2021
Q2 		$404K Buy
10,293
+54
+0.5% +$2.1K 0.12% 162
2021
Q1 		$369K Sell
10,239
-201
-2% -$7.14K 0.13% 144
2020
Q4 		$385K Buy
10,440
+949
+10% +$34.8K 0.15% 149
2020
Q3 		$330K Buy
9,491
+42
+0.4% +$1.47K 0.17% 149
2020
Q2 		$293K Buy
9,449
+1,067
+13% +$36.2K 0.2% 146
2020
Q1 		$260K Buy
8,382
+707
+9% +$24.1K 0.26% 126
2019
Q4 		$286K Buy
+7,675
New +$273K 0.24% 134

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 $3.38T AUM 44.17% 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

Acorn Financial Advisory Services's PFE Position: Q2 2026 in Review

Acorn Financial Advisory Services sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,543 shares — an estimated $240K sold.

Acorn Financial Advisory Services first reported a position in PFE in Q4 2019 and held it in 24 quarters. The position peaked at $404K in Q2 2021. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Acorn Financial Advisory Services reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 8,543 Pfizer shares in Q2 2026, an estimated $240K.
  • Acorn Financial Advisory Services first reported a position in Pfizer in Q4 2019 and held it in 24 quarters.
  • Acorn Financial Advisory Services's Pfizer position peaked at $404K in Q2 2021.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.