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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Arcadia Wealth Management (New York)'s PFE Position: Q1 2026 in Review

Arcadia Wealth Management (New York) reduced its Pfizer (PFE) stake by 0.46% in Q1 2026, selling an estimated $2.85K and leaving 23,043 shares worth $647K. The position accounts for 0.35% of the portfolio, ranked #30.

Arcadia Wealth Management (New York) first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Arcadia Wealth Management (New York) held 23,043 shares of Pfizer worth $647K as of Q1 2026.
  • Arcadia Wealth Management (New York) sold 107 Pfizer shares in Q1 2026, an estimated $2.85K.
  • Pfizer made up 0.35% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #30 holding.
  • Arcadia Wealth Management (New York) first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.