Allworth Financial’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 | $8.68M | Sell |
360,280
-124,640
| -26% | -$3.26M | 0.04% | 257 |
|
|
2026
Q1 | $13.6M | Buy |
484,920
+128,326
| +36% | +$3.42M | 0.06% | 206 |
|
|
2025
Q4 | $8.88M | Buy |
356,594
+139,204
| +64% | +$3.51M | 0.04% | 252 |
|
|
2025
Q3 | $5.54M | Sell |
217,390
-1,059
| -0.5% | -$26.1K | 0.02% | 300 |
|
|
2025
Q2 | $5.3M | Buy |
218,449
+66,209
| +43% | +$1.54M | 0.03% | 297 |
|
|
2025
Q1 | $3.47M | Buy |
152,240
+19,308
| +15% | +$505K | 0.02% | 308 |
|
|
2024
Q4 | $3.46M | Buy |
132,932
+15,177
| +13% | +$412K | 0.02% | 312 |
|
|
2024
Q3 | $3.41M | Buy |
117,755
+4,915
| +4% | +$143K | 0.02% | 250 |
|
|
2024
Q2 | $3.38M | Buy |
112,840
+9,635
| +9% | +$265K | 0.02% | 247 |
|
|
2024
Q1 | $2.86M | Buy |
103,205
+4,308
| +4% | +$120K | 0.02% | 255 |
|
|
2023
Q4 | $2.85M | Sell |
98,897
-16,510
| -14% | -$499K | 0.02% | 254 |
|
|
2023
Q3 | $3.83M | Sell |
115,407
-270
| -0.2% | -$9.55K | 0.03% | 195 |
|
|
2023
Q2 | $4.24M | Buy |
115,677
+4,520
| +4% | +$176K | 0.04% | 189 |
|
|
2023
Q1 | $4.54M | Sell |
111,157
-376
| -0.3% | -$16.2K | 0.05% | 166 |
|
|
2022
Q4 | $5.71M | Buy |
111,533
+10,059
| +10% | +$482K | 0.06% | 130 |
|
|
2022
Q3 | $4.44M | Buy |
101,474
+9,293
| +10% | +$452K | 0.06% | 145 |
|
|
2022
Q2 | $4.83M | Buy |
92,181
+20,617
| +29% | +$1.05M | 0.07% | 134 |
|
|
2022
Q1 | $3.71M | Buy |
71,564
+14,159
| +25% | +$735K | 0.05% | 162 |
|
|
2021
Q4 | $3.39M | Buy |
57,405
+2,193
| +4% | +$109K | 0.05% | 152 |
|
|
2021
Q3 | $2.38M | Buy |
55,212
+19,930
| +56% | +$883K | 0.04% | 155 |
|
|
2021
Q2 | $1.38M | Sell |
35,282
-1,456
| -4% | -$56.6K | 0.03% | 162 |
|
|
2021
Q1 | $1.33M | Buy |
36,738
+6,568
| +22% | +$233K | 0.03% | 143 |
|
|
2020
Q4 | $1.11M | Buy |
30,170
+1,609
| +6% | +$59K | 0.03% | 113 |
|
|
2020
Q3 | $995K | Buy |
28,561
+2,536
| +10% | +$88.9K | 0.03% | 96 |
|
|
2020
Q2 | $807K | Buy |
26,025
+5,704
| +28% | +$194K | 0.02% | 110 |
|
|
2020
Q1 | $630K | Buy |
20,321
+4,451
| +28% | +$152K | 0.02% | 136 |
|
|
2019
Q4 | $590K | Buy |
15,870
+1,039
| +7% | +$37K | 0.02% | 98 |
|
|
2019
Q3 | $506K | Sell |
14,831
-38
| -0.3% | -$1.38K | 0.02% | 94 |
|
|
2019
Q2 | $611K | Sell |
14,869
-735
| -5% | -$29.2K | 0.02% | 85 |
|
|
2019
Q1 | $629K | Buy |
15,604
+914
| +6% | +$36.6K | 0.03% | 81 |
|
|
2018
Q4 | $608K | Buy |
14,690
+580
| +4% | +$24.1K | 0.03% | 81 |
|
|
2018
Q3 | $590K | Buy |
14,110
+376
| +3% | +$14.5K | 0.03% | 85 |
|
|
2018
Q2 | $473K | Sell |
13,734
-183
| -1% | -$6.25K | 0.02% | 93 |
|
|
2018
Q1 | $469K | Sell |
13,917
-7
| -0.1% | -$241 | 0.04% | 68 |
|
|
2017
Q4 | $479K | Sell |
13,924
-331
| -2% | -$11.3K | 0.04% | 62 |
|
|
2017
Q3 | $483K | Sell |
14,255
-393
| -3% | -$12.6K | 0.04% | 65 |
|
|
2017
Q2 | $467K | Buy |
14,648
+290
| +2% | +$9.14K | 0.04% | 58 |
|
|
2017
Q1 | $466K | Sell |
14,358
-91
| -0.6% | -$2.87K | 0.04% | 56 |
|
|
2016
Q4 | $445K | Buy |
14,449
+19
| +0.1% | +$580 | 0.05% | 59 |
|
|
2016
Q3 | $464K | Buy |
14,430
+123
| +0.9% | +$4.11K | 0.05% | 62 |
|
|
2016
Q2 | $478K | Sell |
14,307
-7
| -0% | -$223 | 0.05% | 57 |
|
|
2016
Q1 | $403K | Buy |
14,314
+4,725
| +49% | +$135K | 0.05% | 71 |
|
|
2015
Q4 | $294K | Buy |
9,589
+439
| +5% | +$13.8K | 0.05% | 77 |
|
|
2015
Q3 | $273K | Buy |
9,150
+42
| +0.5% | +$1.35K | 0.1% | 74 |
|
|
2015
Q2 | $290K | Buy |
9,108
+17
| +0.2% | +$554 | 0.1% | 74 |
|
|
2015
Q1 | $300K | Buy |
9,091
+428
| +5% | +$13.6K | 0.11% | 74 |
|
|
2014
Q4 | $256K | Sell |
8,663
-432
| -5% | -$12.4K | 0.1% | 75 |
|
|
2014
Q3 | $255K | Buy |
9,095
+12
| +0.1% | +$337 | 0.1% | 75 |
|
|
2014
Q2 | $256K | Sell |
9,083
-4,008
| -31% | -$114K | 0.12% | 68 |
|
|
2014
Q1 | $399K | Buy |
13,091
+4,781
| +58% | +$143K | 0.17% | 37 |
|
|
2013
Q4 | $241K | Sell |
8,310
-521
| -6% | -$15.2K | 0.12% | 48 |
|
|
2013
Q3 | $241K | Buy |
+8,831
| New | +$240K | 0.12% | 57 |
|
Other funds holding PFE
Allworth Financial's PFE Position: Q2 2026 in Review
Allworth Financial reduced its Pfizer (PFE) stake by 26% in Q2 2026, selling an estimated $3.26M and leaving 360,280 shares worth $8.68M. The position accounts for 0.04% of the portfolio, ranked #257.
Allworth Financial first reported a position in PFE in Q3 2013 and has held it in 52 quarters since. The position peaked at $13.6M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Allworth Financial held 360,280 shares of Pfizer worth $8.68M as of Q2 2026.
- Allworth Financial sold 124,640 Pfizer shares in Q2 2026, an estimated $3.26M.
- Pfizer made up 0.04% of Allworth Financial's portfolio in Q2 2026, its #257 holding.
- Allworth Financial first reported a position in Pfizer in Q3 2013 and has held it in 52 quarters since.
- Allworth Financial's Pfizer position peaked at $13.6M in Q1 2026.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.