Blake Schutter Theil Wealth Advisors’s Pfizer PFE Stock Holding History

Blake Schutter Theil 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 Q3	$205K	Buy	+7,200	New	+$192K	0.14%	109
2026 Q2	–	Sell	-7,228	Closed	-$203K	–	116
2026 Q1	$203K	Sell	7,228 -1,037	-13%	-$27.6K	0.17%	110
2025 Q4	$206K	Sell	8,265 -710	-8%	-$17.9K	0.17%	106
2025 Q3	$229K	Sell	8,975 -3,440	-28%	-$84.9K	0.23%	100
2025 Q2	$301K	Sell	12,415 -1,239	-9%	-$28.9K	0.34%	84
2025 Q1	$346K	Sell	13,654 -235	-2%	-$6.15K	0.39%	80
2024 Q4	$368K	Buy	13,889 +3,461	+33%	+$93.9K	0.39%	74
2024 Q3	$302K	Buy	+10,428	New	+$304K	0.22%	114

Other funds holding PFE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's PFE Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors opened a new position in Pfizer (PFE) in Q3 2026: 7,200 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #109 among its holdings. This is a return to the name: Blake Schutter Theil Wealth Advisors previously reported a position in PFE as recently as Q1 2026.

Blake Schutter Theil Wealth Advisors first reported a position in PFE in Q3 2024 and has held it in 8 quarters since. The position peaked at $368K in Q4 2024. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 7,200 shares of Pfizer worth $205K as of Q3 2026.
Pfizer was a new Blake Schutter Theil Wealth Advisors position in Q3 2026.
Pfizer made up 0.14% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #109 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Pfizer in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Pfizer position peaked at $368K in Q4 2024.
1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.