AWE
PFE icon

Avidian Wealth Enterprises’s Pfizer PFE Stock Holding History

Avidian Wealth Enterprises’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 		$2.25M Sell
79,052
-372
-0.5% -$9.89K 0.06% 198
2026
Q2 		$1.91M Buy
79,424
+4,018
+5% +$105K 0.05% 219
2026
Q1 		$2.12M Buy
75,406
+51,722
+218% +$1.38M 0.07% 182
2025
Q4 		$590K Buy
23,684
+2,783
+13% +$70.2K 0.02% 342
2025
Q3 		$533K Buy
20,901
+956
+5% +$23.6K 0.02% 356
2025
Q2 		$483K Buy
19,945
+1,712
+9% +$39.9K 0.02% 341
2025
Q1 		$462K Sell
18,233
-2,007
-10% -$52.5K 0.02% 323
2024
Q4 		$537K Sell
20,240
-2,080
-9% -$56.4K 0.02% 284
2024
Q3 		$646K Buy
22,320
+897
+4% +$26.2K 0.03% 254
2024
Q2 		$599K Buy
21,423
+3,596
+20% +$99K 0.02% 256
2024
Q1 		$495K Sell
17,827
-2,190
-11% -$60.8K 0.02% 266
2023
Q4 		$576K Sell
20,017
-1,087
-5% -$32.9K 0.04% 240
2023
Q3 		$700K Sell
21,104
-975
-4% -$34.5K 0.05% 201
2023
Q2 		$810K Sell
22,079
-34,757
-61% -$1.35M 0.05% 210
2023
Q1 		$2.32M Buy
56,836
+728
+1% +$31.4K 0.13% 132
2022
Q4 		$2.87M Buy
56,108
+4,487
+9% +$215K 0.19% 98
2022
Q3 		$2.26M Sell
51,621
-1,612
-3% -$78.3K 0.16% 88
2022
Q2 		$2.79M Buy
53,233
+11,727
+28% +$598K 0.2% 88
2022
Q1 		$2.15M Buy
41,506
+1,938
+5% +$101K 0.13% 113
2021
Q4 		$2.34M Buy
39,568
+446
+1% +$22.1K 0.15% 110
2021
Q3 		$1.68M Buy
39,122
+4,616
+13% +$204K 0.13% 95
2021
Q2 		$1.35M Buy
34,506
+1,109
+3% +$43.1K 0.1% 109
2021
Q1 		$1.21M Buy
33,397
+1,620
+5% +$57.5K 0.1% 109
2020
Q4 		$1.17M Sell
31,777
-38
-0.1% -$1.39K 0.11% 103
2020
Q3 		$1.11M Buy
31,815
+3,940
+14% +$138K 0.13% 99
2020
Q2 		$865K Sell
27,875
-2,729
-9% -$92.7K 0.12% 99
2020
Q1 		$948K Buy
30,604
+12,216
+66% +$416K 0.15% 75
2019
Q4 		$684K Buy
18,388
+4,284
+30% +$153K 0.1% 90
2019
Q3 		$481K Buy
14,104
+4,453
+46% +$162K 0.08% 103
2019
Q2 		$397K Buy
9,651
+1,406
+17% +$55.8K 0.09% 79
2019
Q1 		$332K Buy
8,245
+15
+0.2% +$601 0.07% 87
2018
Q4 		$341K Buy
8,230
+2,542
+45% +$106K 0.12% 57
2018
Q3 		$238K Buy
+5,688
New +$219K 0.07% 94

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Avidian Wealth Enterprises's PFE Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Pfizer (PFE) stake by 0.47% in Q3 2026, selling an estimated $9.89K and leaving 79,052 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #198.

Avidian Wealth Enterprises first reported a position in PFE in Q3 2018 and has held it in 33 quarters since. The position peaked at $2.87M in Q4 2022. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Avidian Wealth Enterprises held 79,052 shares of Pfizer worth $2.25M as of Q3 2026.
  • Avidian Wealth Enterprises sold 372 Pfizer shares in Q3 2026, an estimated $9.89K.
  • Pfizer made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #198 holding.
  • Avidian Wealth Enterprises first reported a position in Pfizer in Q3 2018 and has held it in 33 quarters since.
  • Avidian Wealth Enterprises's Pfizer position peaked at $2.87M in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.