Alta Wealth Advisors’s Pfizer PFE Stock Holding History

Alta Wealth 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
2025 Q4	–	Sell	-8,591	Closed	-$219K	–	177
2025 Q3	$219K	Buy	8,591 +23	+0.3%	+$568	0.08%	144
2025 Q2	$208K	Buy	+8,568	New	+$200K	0.1%	114
2023 Q2	–	Sell	-7,090	Closed	-$289K	–	138
2023 Q1	$289K	Sell	7,090 -120	-2%	-$5.18K	0.18%	122
2022 Q4	$369K	Buy	7,210 +1	+0%	+$48	0.25%	109
2022 Q3	$315K	Buy	7,209 +216	+3%	+$10.5K	0.23%	114
2022 Q2	$366K	Buy	6,993 +12	+0.2%	+$612	0.25%	107
2022 Q1	$361K	Buy	+6,981	New	+$362K	0.21%	120

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alta Wealth Advisors's PFE Position: Q4 2025 in Review

Alta Wealth Advisors sold out of Pfizer (PFE) in Q4 2025, closing a stake of 8,591 shares — an estimated $219K sold.

Alta Wealth Advisors first reported a position in PFE in Q1 2022 and held it in 7 quarters. The position peaked at $369K in Q4 2022. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Alta Wealth Advisors reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Alta Wealth Advisors sold 8,591 Pfizer shares in Q4 2025, an estimated $219K.
Alta Wealth Advisors first reported a position in Pfizer in Q1 2022 and held it in 7 quarters.
Alta Wealth Advisors's Pfizer position peaked at $369K in Q4 2022.
2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Alta Wealth Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.