CLA (CliftonLarsonAllen) Wealth Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.2M | Buy |
49,841
+33,027
| +196% | +$864K | 0.02% | 182 |
|
|
2026
Q1 | $472K | Sell |
16,814
-4,724
| -22% | -$126K | 0.01% | 206 |
|
|
2025
Q4 | $536K | Buy |
21,538
+7,766
| +56% | +$196K | 0.01% | 187 |
|
|
2025
Q3 | $351K | Buy |
13,772
+254
| +2% | +$6.27K | 0.01% | 193 |
|
|
2025
Q2 | $328K | Buy |
13,518
+968
| +8% | +$22.6K | 0.01% | 192 |
|
|
2025
Q1 | $318K | Sell |
12,550
-2,113
| -14% | -$55.3K | 0.01% | 184 |
|
|
2024
Q4 | $389K | Sell |
14,663
-2,823
| -16% | -$76.6K | 0.01% | 174 |
|
|
2024
Q3 | $506K | Sell |
17,486
-604
| -3% | -$17.6K | 0.01% | 166 |
|
|
2024
Q2 | $506K | Buy |
18,090
+638
| +4% | +$17.6K | 0.01% | 162 |
|
|
2024
Q1 | $484K | Sell |
17,452
-2,393
| -12% | -$66.4K | 0.01% | 165 |
|
|
2023
Q4 | $571K | Buy |
19,845
+594
| +3% | +$18K | 0.01% | 163 |
|
|
2023
Q3 | $639K | Sell |
19,251
-1,204
| -6% | -$42.6K | 0.02% | 147 |
|
|
2023
Q2 | $750K | Buy |
20,455
+611
| +3% | +$23.8K | 0.02% | 139 |
|
|
2023
Q1 | $810K | Buy |
19,844
+263
| +1% | +$11.4K | 0.02% | 143 |
|
|
2022
Q4 | $1M | Buy |
19,581
+1,313
| +7% | +$63K | 0.04% | 134 |
|
|
2022
Q3 | $799K | Sell |
18,268
-1,542
| -8% | -$74.9K | 0.1% | 63 |
|
|
2022
Q2 | $1.04M | Sell |
19,810
-2,290
| -10% | -$117K | 0.04% | 132 |
|
|
2022
Q1 | $1.14M | Buy |
22,100
+7,809
| +55% | +$405K | 0.04% | 137 |
|
|
2021
Q4 | $844K | Sell |
14,291
-1,102
| -7% | -$54.6K | 0.03% | 132 |
|
|
2021
Q3 | $662K | Buy |
15,393
+421
| +3% | +$18.7K | 0.03% | 188 |
|
|
2021
Q2 | $586K | Buy |
14,972
+280
| +2% | +$10.9K | 0.02% | 209 |
|
|
2021
Q1 | $532K | Sell |
14,692
-239
| -2% | -$8.49K | 0.03% | 150 |
|
|
2020
Q4 | $550K | Sell |
14,931
-4,132
| -22% | -$152K | 0.03% | 139 |
|
|
2020
Q3 | $664K | Sell |
19,063
-2,843
| -13% | -$99.7K | 0.04% | 131 |
|
|
2020
Q2 | $680K | Buy |
+21,906
| New | +$744K | 0.04% | 125 |
|
|
2019
Q4 | $949K | Sell |
25,529
-1,906
| -7% | -$67.9K | 0.08% | 110 |
|
|
2019
Q3 | $935K | Buy |
+27,435
| New | +$998K | 0.08% | 100 |
|
|
2019
Q2 | – | Sell |
-11,642
| Closed | -$469K | – | 111 |
|
|
2019
Q1 | $469K | Sell |
11,642
-461
| -4% | -$18.5K | 0.05% | 97 |
|
|
2018
Q4 | $501K | Sell |
12,103
-237
| -2% | -$9.84K | 0.05% | 124 |
|
|
2018
Q3 | $516K | Sell |
12,340
-1,125
| -8% | -$43.3K | 0.05% | 106 |
|
|
2018
Q2 | $463K | Sell |
13,465
-6,374
| -32% | -$218K | 0.05% | 110 |
|
|
2018
Q1 | $668K | Sell |
19,839
-301
| -1% | -$10.3K | 0.07% | 103 |
|
|
2017
Q4 | $692K | Buy |
20,140
+1,404
| +7% | +$47.9K | 0.07% | 93 |
|
|
2017
Q3 | $635K | Sell |
18,736
-1,822
| -9% | -$58.6K | 0.07% | 117 |
|
|
2017
Q2 | $655K | Buy |
20,558
+2,537
| +14% | +$80K | 0.07% | 112 |
|
|
2017
Q1 | $585K | Sell |
18,021
-3,325
| -16% | -$105K | 0.07% | 118 |
|
|
2016
Q4 | $658K | Buy |
21,346
+2,239
| +12% | +$68.4K | 0.08% | 109 |
|
|
2016
Q3 | $614K | Sell |
19,107
-1,223
| -6% | -$40.9K | 0.07% | 104 |
|
|
2016
Q2 | $679K | Buy |
20,330
+6,678
| +49% | +$213K | 0.1% | 86 |
|
|
2016
Q1 | $384K | Sell |
13,652
-9,985
| -42% | -$285K | 0.06% | 93 |
|
|
2015
Q4 | $724K | Buy |
23,637
+3,427
| +17% | +$108K | 0.12% | 90 |
|
|
2015
Q3 | $602K | Buy |
20,210
+7,434
| +58% | +$238K | 0.11% | 95 |
|
|
2015
Q2 | $406K | Sell |
12,776
-314
| -2% | -$10.2K | 0.08% | 121 |
|
|
2015
Q1 | $432K | Buy |
13,090
+102
| +0.8% | +$3.24K | 0.1% | 82 |
|
|
2014
Q4 | $384K | Buy |
12,988
+316
| +2% | +$9.06K | 0.08% | 76 |
|
|
2014
Q3 | $356K | Sell |
12,672
-1,314
| -9% | -$36.9K | 0.08% | 73 |
|
|
2014
Q2 | $394K | Buy |
13,986
+128
| +0.9% | +$3.65K | 0.08% | 75 |
|
|
2014
Q1 | $422K | Sell |
13,858
-81
| -0.6% | -$2.42K | 0.09% | 73 |
|
|
2013
Q4 | $405K | Buy |
+13,939
| New | +$406K | 0.1% | 70 |
|
Other funds holding PFE
CLA (CliftonLarsonAllen) Wealth Advisors's PFE Position: Q2 2026 in Review
CLA (CliftonLarsonAllen) Wealth Advisors increased its Pfizer (PFE) stake by 196% in Q2 2026, buying an estimated $864K and bringing the position to 49,841 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #182.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PFE in Q4 2013 and has held it in 49 quarters since. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors held 49,841 shares of Pfizer worth $1.2M as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors bought 33,027 Pfizer shares in Q2 2026, an estimated $864K.
- Pfizer made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #182 holding.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Pfizer in Q4 2013 and has held it in 49 quarters since.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.