Acorn Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $359K | Buy |
14,918
+3,206
| +27% | +$83.9K | 0.09% | 202 |
|
|
2026
Q1 | $329K | Sell |
11,712
-656
| -5% | -$17.5K | 0.1% | 183 |
|
|
2025
Q4 | $308K | Buy |
12,368
+909
| +8% | +$22.9K | 0.09% | 200 |
|
|
2025
Q3 | $292K | Sell |
11,459
-1,827
| -14% | -$45.1K | 0.09% | 211 |
|
|
2025
Q2 | $322K | Sell |
13,286
-737
| -5% | -$17.2K | 0.12% | 165 |
|
|
2025
Q1 | $355K | Sell |
14,023
-173
| -1% | -$4.53K | 0.15% | 141 |
|
|
2024
Q4 | $377K | Buy |
14,196
+812
| +6% | +$22K | 0.16% | 129 |
|
|
2024
Q3 | $387K | Buy |
13,384
+679
| +5% | +$19.8K | 0.17% | 127 |
|
|
2024
Q2 | $355K | Buy |
12,705
+2,286
| +22% | +$62.9K | 0.18% | 119 |
|
|
2024
Q1 | $289K | Sell |
10,419
-47
| -0.4% | -$1.3K | 0.15% | 143 |
|
|
2023
Q4 | $301K | Sell |
10,466
-368
| -3% | -$11.1K | 0.18% | 127 |
|
|
2023
Q3 | $359K | Buy |
10,834
+9
| +0.1% | +$318 | 0.24% | 98 |
|
|
2023
Q2 | $397K | Buy |
10,825
+452
| +4% | +$17.6K | 0.27% | 93 |
|
|
2023
Q1 | $423K | Buy |
10,373
+18
| +0.2% | +$777 | 0.31% | 81 |
|
|
2022
Q4 | $531K | Buy |
10,355
+106
| +1% | +$5.08K | 0.41% | 59 |
|
|
2022
Q3 | $448K | Buy |
10,249
+35
| +0.3% | +$1.7K | 0.37% | 67 |
|
|
2022
Q2 | $536K | Sell |
10,214
-264
| -3% | -$13.5K | 0.42% | 57 |
|
|
2022
Q1 | $542K | Buy |
10,478
+916
| +10% | +$47.5K | 0.37% | 61 |
|
|
2021
Q4 | $565K | Buy |
9,562
+58
| +0.6% | +$2.87K | 0.36% | 67 |
|
|
2021
Q3 | $409K | Sell |
9,504
-97
| -1% | -$4.3K | 0.29% | 87 |
|
|
2021
Q2 | $376K | Sell |
9,601
-69
| -0.7% | -$2.68K | 0.26% | 94 |
|
|
2021
Q1 | $350K | Buy |
9,670
+202
| +2% | +$7.17K | 0.25% | 101 |
|
|
2020
Q4 | $349K | Sell |
9,468
-506
| -5% | -$18.6K | 0.27% | 89 |
|
|
2020
Q3 | $347K | Sell |
9,974
-194
| -2% | -$6.8K | 0.3% | 70 |
|
|
2020
Q2 | $315K | Buy |
10,168
+22
| +0.2% | +$747 | 0.29% | 70 |
|
|
2020
Q1 | $326K | Buy |
10,146
+563
| +6% | +$19.2K | 0.37% | 56 |
|
|
2019
Q4 | $353K | Sell |
9,583
-580
| -6% | -$20.7K | 0.3% | 72 |
|
|
2019
Q3 | $353K | Sell |
10,163
-408
| -4% | -$14.8K | 0.3% | 69 |
|
|
2019
Q2 | $358K | Sell |
10,571
-188
| -2% | -$7.46K | 0.33% | 63 |
|
|
2019
Q1 | $428K | Buy |
10,759
+12
| +0.1% | +$481 | 0.39% | 53 |
|
|
2018
Q4 | $442K | Sell |
10,747
-305
| -3% | -$12.7K | 0.45% | 46 |
|
|
2018
Q3 | $457K | Sell |
11,052
-710
| -6% | -$27.3K | 0.45% | 47 |
|
|
2018
Q2 | $405K | Buy |
11,762
+14
| +0.1% | +$478 | 0.34% | 50 |
|
|
2018
Q1 | $413K | Buy |
11,748
+60
| +0.5% | +$2.06K | 0.36% | 49 |
|
|
2017
Q4 | $407K | Buy |
+11,688
| New | +$399K | 0.37% | 48 |
|
Other funds holding PFE
Acorn Wealth Advisors's PFE Position: Q2 2026 in Review
Acorn Wealth Advisors increased its Pfizer (PFE) stake by 27% in Q2 2026, buying an estimated $83.9K and bringing the position to 14,918 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #202.
Acorn Wealth Advisors first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $565K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Acorn Wealth Advisors held 14,918 shares of Pfizer worth $359K as of Q2 2026.
- Acorn Wealth Advisors bought 3,206 Pfizer shares in Q2 2026, an estimated $83.9K.
- Pfizer made up 0.09% of Acorn Wealth Advisors's portfolio in Q2 2026, its #202 holding.
- Acorn Wealth Advisors first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
- Acorn Wealth Advisors's Pfizer position peaked at $565K in Q4 2021.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.