Certified Advisory Corp’s Pfizer PFE Stock Holding History

Certified Advisory Corp’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	$209K	Sell	8,691 -2	-0%	-$52	0.02%	314
2026 Q1	$244K	Sell	8,693 -6,416	-42%	-$171K	0.02%	288
2025 Q4	$376K	Sell	15,109 -427	-3%	-$10.8K	0.03%	240
2025 Q3	$396K	Sell	15,536 -15,411	-50%	-$380K	0.04%	233
2025 Q2	$750K	Sell	30,947 -37,685	-55%	-$879K	0.08%	170
2025 Q1	$1.74M	Sell	68,632 -2,526	-4%	-$66.1K	0.2%	110
2024 Q4	$1.89M	Sell	71,158 -9,693	-12%	-$263K	0.2%	107
2024 Q3	$2.34M	Sell	80,851 -1,989	-2%	-$58K	0.26%	99
2024 Q2	$2.32M	Buy	82,840 +1,313	+2%	+$36.1K	0.29%	94
2024 Q1	$2.26M	Buy	81,527 +16,654	+26%	+$462K	0.32%	91
2023 Q4	$1.87M	Buy	64,873 +887	+1%	+$26.8K	0.28%	99
2023 Q3	$2.12M	Buy	63,986 +1,127	+2%	+$39.9K	0.39%	81
2023 Q2	$2.31M	Sell	62,859 -2,366	-4%	-$92.1K	0.42%	71
2023 Q1	$2.66M	Buy	65,225 +520	+0.8%	+$22.5K	0.47%	65
2022 Q4	$3.32M	Sell	64,705 -292	-0.4%	-$14K	0.66%	41
2022 Q3	$2.85M	Buy	64,997 +115	+0.2%	+$5.59K	0.65%	40
2022 Q2	$3.4M	Buy	64,882 +341	+0.5%	+$17.4K	0.76%	35
2022 Q1	$3.34M	Sell	64,541 -1,025	-2%	-$53.2K	0.71%	40
2021 Q4	$3.87M	Buy	65,566 +220	+0.3%	+$10.9K	0.85%	29
2021 Q3	$2.81M	Buy	65,346 +1,169	+2%	+$51.8K	0.68%	41
2021 Q2	$2.51M	Buy	64,177 +5,453	+9%	+$212K	0.63%	44
2021 Q1	$2.13M	Buy	+58,724	New	+$2.09M	0.55%	49
2020 Q2	$1.8M	Buy	58,105 +5,802	+11%	+$197K	0.6%	42
2020 Q1	$1.62M	Buy	52,303 +5,126	+11%	+$175K	0.64%	35
2019 Q4	$1.75M	Buy	47,177 +12,852	+37%	+$458K	0.56%	38
2019 Q3	$1.17M	Buy	34,325 +11,002	+47%	+$400K	0.41%	60
2019 Q2	$959K	Sell	23,323 -101	-0.4%	-$4.01K	0.36%	73
2019 Q1	$943K	Buy	23,424 +2,249	+11%	+$90.1K	0.4%	65
2018 Q4	$877K	Buy	21,175 +166	+0.8%	+$6.89K	0.46%	59
2018 Q3	$879K	Sell	21,009 -350	-2%	-$13.5K	0.41%	63
2018 Q2	$735K	Buy	21,359 +381	+2%	+$13K	0.41%	65
2018 Q1	$705K	Buy	20,978 +14,114	+206%	+$485K	0.42%	66
2017 Q4	$235K	Buy	+6,864	New	+$234K	0.17%	104

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Certified Advisory Corp's PFE Position: Q2 2026 in Review

Certified Advisory Corp reduced its Pfizer (PFE) stake by 0.02% in Q2 2026, selling an estimated $52 and leaving 8,691 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #314.

Certified Advisory Corp first reported a position in PFE in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.87M in Q4 2021. 991 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Certified Advisory Corp held 8,691 shares of Pfizer worth $209K as of Q2 2026.
Certified Advisory Corp sold 2 Pfizer shares in Q2 2026, an estimated $52.
Pfizer made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #314 holding.
Certified Advisory Corp first reported a position in Pfizer in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Pfizer position peaked at $3.87M in Q4 2021.
991 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.