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 Q1	–	Sell	-9,600	Closed	-$239K	–	1771
2025 Q4	$239K	Buy	+9,600	New	+$242K	﹤0.01%	1365
2024 Q4	–	Sell	-10,000	Closed	-$289K	–	982
2024 Q3	$289K	Buy	+10,000	New	+$292K	0.02%	718
2024 Q1	–	Sell	-25,000	Closed	-$720	–	773
2023 Q4	$720	Buy	+25,000	New	+$756K	﹤0.01%	733
2023 Q3	–	Sell	-30,000	Closed	-$1.1K	–	734
2023 Q2	$1.1K	Sell	30,000 -10,000	-25%	-$389K	﹤0.01%	602
2023 Q1	$1.63K	Buy	+40,000	New	+$1.73M	﹤0.01%	602
2022 Q4	–	Sell	-30,000	Closed	-$1.31M	–	582
2022 Q3	$1.31M	Buy	+30,000	New	+$1.46M	0.2%	134
2022 Q2	–	Sell	-20,000	Closed	-$1.04M	–	587
2022 Q1	$1.04M	Sell	20,000 -5,000	-20%	-$259K	0.14%	183
2021 Q4	$1.48M	Buy	+25,000	New	+$1.24M	0.2%	122

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 $3.38T AUM 44.17% 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

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. 2,841 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.
2,841 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.