Arcadia Wealth Management (New York)’s Pfizer PFE Stock Holding History

Arcadia Wealth Management (New York)’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	$531K	Sell	22,043 -1,000	-4%	-$26.2K	0.25%	34
2026 Q1	$647K	Sell	23,043 -107	-0.5%	-$2.85K	0.35%	30
2025 Q4	$576K	Hold	23,150	–	–	0.33%	31
2025 Q3	$590K	Hold	23,150	–	–	0.36%	33
2025 Q2	$561K	Hold	23,150	–	–	0.38%	32
2025 Q1	$587K	Buy	23,150 +3,300	+17%	+$86.4K	0.46%	30
2024 Q4	$527K	Buy	+19,850	New	+$538K	0.45%	32

Other funds holding PFE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arcadia Wealth Management (New York)'s PFE Position: Q2 2026 in Review

Arcadia Wealth Management (New York) reduced its Pfizer (PFE) stake by 4.3% in Q2 2026, selling an estimated $26.2K and leaving 22,043 shares worth $531K. The position accounts for 0.25% of the portfolio, ranked #34.

Arcadia Wealth Management (New York) first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $647K in Q1 2026. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Arcadia Wealth Management (New York) held 22,043 shares of Pfizer worth $531K as of Q2 2026.
Arcadia Wealth Management (New York) sold 1,000 Pfizer shares in Q2 2026, an estimated $26.2K.
Pfizer made up 0.25% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #34 holding.
Arcadia Wealth Management (New York) first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Arcadia Wealth Management (New York)'s Pfizer position peaked at $647K in Q1 2026.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.