Amplius Wealth Advisors
PFE icon

Amplius Wealth Advisors’s Pfizer PFE Stock Holding History

Amplius 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
2026
Q3 		$268K Sell
9,393
-4,858
-34% -$129K 0.02% 182
2026
Q2 		$343K Buy
14,251
+3,966
+39% +$104K 0.03% 161
2026
Q1 		$289K Sell
10,285
-153
-1% -$4.07K 0.02% 147
2025
Q4 		$260K Sell
10,438
-32,854
-76% -$828K 0.02% 149
2025
Q3 		$1.1M Sell
43,292
-3,114
-7% -$76.9K 0.1% 67
2025
Q2 		$1.12M Sell
46,406
-136
-0.3% -$3.17K 0.1% 75
2025
Q1 		$1.18M Sell
46,542
-281
-0.6% -$7.35K 0.12% 69
2024
Q4 		$1.24M Buy
46,823
+20,911
+81% +$567K 0.13% 66
2024
Q3 		$750K Sell
25,912
-104
-0.4% -$3.03K 0.08% 79
2024
Q2 		$728K Sell
26,016
-1,948
-7% -$53.6K 0.08% 81
2024
Q1 		$776K Buy
27,964
+313
+1% +$8.68K 0.09% 80
2023
Q4 		$796K Sell
27,651
-7,453
-21% -$225K 0.1% 74
2023
Q3 		$1.16M Sell
35,104
-1,072
-3% -$37.9K 0.16% 61
2023
Q2 		$1.33M Buy
36,176
+455
+1% +$17.7K 0.18% 60
2023
Q1 		$1.46M Buy
35,721
+1,532
+4% +$66.2K 0.21% 55
2022
Q4 		$1.75M Buy
34,189
+1,720
+5% +$82.5K 0.28% 51
2022
Q3 		$1.42M Buy
32,469
+732
+2% +$35.6K 0.25% 50
2022
Q2 		$1.66M Sell
31,737
-279
-0.9% -$14.2K 0.27% 49
2022
Q1 		$1.66M Sell
32,016
-773
-2% -$40.1K 0.25% 48
2021
Q4 		$1.94M Buy
+32,789
New +$1.62M 0.27% 46

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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Amplius Wealth Advisors's PFE Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its Pfizer (PFE) stake by 34% in Q3 2026, selling an estimated $129K and leaving 9,393 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #182.

Amplius Wealth Advisors first reported a position in PFE in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.94M in Q4 2021. 881 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Amplius Wealth Advisors held 9,393 shares of Pfizer worth $268K as of Q3 2026.
  • Amplius Wealth Advisors sold 4,858 Pfizer shares in Q3 2026, an estimated $129K.
  • Pfizer made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #182 holding.
  • Amplius Wealth Advisors first reported a position in Pfizer in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Pfizer position peaked at $1.94M in Q4 2021.
  • 881 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.