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Arkadios Wealth Advisors’s Pfizer PFE Stock Holding History

Arkadios 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
Q2 		$9.91M Buy
411,666
+919
+0.2% +$24K 0.15% 153
2026
Q1 		$11.5M Buy
410,747
+30,077
+8% +$801K 0.19% 120
2025
Q4 		$9.48M Buy
380,670
+164,063
+76% +$4.14M 0.18% 121
2025
Q3 		$5.52M Buy
216,607
+17,956
+9% +$443K 0.13% 178
2025
Q2 		$4.82M Buy
198,651
+24,891
+14% +$580K 0.14% 168
2025
Q1 		$4.4M Buy
173,760
+10,570
+6% +$277K 0.17% 139
2024
Q4 		$4.33M Sell
163,190
-5,401
-3% -$147K 0.24% 91
2024
Q3 		$4.88M Sell
168,591
-29,697
-15% -$866K 0.28% 76
2024
Q2 		$5.55M Buy
198,288
+33,931
+21% +$934K 0.37% 47
2024
Q1 		$4.56M Buy
164,357
+43,318
+36% +$1.2M 0.35% 60
2023
Q4 		$3.48M Buy
121,039
+3,416
+3% +$103K 0.29% 79
2023
Q3 		$3.9M Buy
117,623
+24,032
+26% +$850K 0.37% 61
2023
Q2 		$3.43M Buy
93,591
+6,109
+7% +$238K 0.4% 59
2023
Q1 		$3.57M Buy
87,482
+342
+0.4% +$14.8K 0.43% 57
2022
Q4 		$4.47M Sell
87,140
-1,994
-2% -$95.6K 0.59% 38
2022
Q3 		$3.9M Buy
89,134
+5,290
+6% +$257K 0.59% 36
2022
Q2 		$4.4M Buy
83,844
+4,068
+5% +$207K 0.65% 31
2022
Q1 		$4.13M Sell
79,776
-7,356
-8% -$382K 0.54% 39
2021
Q4 		$5.14M Buy
87,132
+13,383
+18% +$663K 0.68% 28
2021
Q3 		$3.17M Buy
73,749
+9,163
+14% +$406K 0.46% 47
2021
Q2 		$2.53M Buy
64,586
+31,671
+96% +$1.23M 0.31% 83
2021
Q1 		$1.19M Buy
32,915
+13,198
+67% +$469K 0.2% 130
2020
Q4 		$725K Buy
19,717
+8,811
+81% +$323K 0.15% 148
2020
Q3 		$393K Buy
10,906
+2,619
+32% +$91.8K 0.2% 115
2020
Q2 		$277K Sell
8,287
-158
-2% -$5.37K 0.15% 135
2020
Q1 		$262K Sell
8,445
-320
-4% -$10.9K 0.17% 127
2019
Q4 		$307K Buy
+8,765
New +$312K 0.18% 119

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arkadios Wealth Advisors's PFE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Pfizer (PFE) stake by 0.22% in Q2 2026, buying an estimated $24K and bringing the position to 411,666 shares worth $9.91M. The position accounts for 0.15% of the portfolio, ranked #153.

Arkadios Wealth Advisors first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.5M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Arkadios Wealth Advisors held 411,666 shares of Pfizer worth $9.91M as of Q2 2026.
  • Arkadios Wealth Advisors bought 919 Pfizer shares in Q2 2026, an estimated $24K.
  • Pfizer made up 0.15% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Arkadios Wealth Advisors first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Pfizer position peaked at $11.5M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.