Clearstead 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 | $4.75M | Sell |
197,145
-41,133
| -17% | -$1.08M | 0.04% | 248 |
|
|
2026
Q1 | $6.69M | Buy |
238,278
+53,242
| +29% | +$1.42M | 0.06% | 199 |
|
|
2025
Q4 | $4.61M | Sell |
185,036
-1,215
| -0.7% | -$30.6K | 0.06% | 211 |
|
|
2025
Q3 | $4.75M | Sell |
186,251
-17,801
| -9% | -$439K | 0.06% | 206 |
|
|
2025
Q2 | $4.95M | Buy |
204,052
+11,002
| +6% | +$257K | 0.07% | 200 |
|
|
2025
Q1 | $4.89M | Sell |
193,050
-6,854
| -3% | -$179K | 0.08% | 183 |
|
|
2024
Q4 | $5.3M | Sell |
199,904
-23,005
| -10% | -$624K | 0.08% | 179 |
|
|
2024
Q3 | $6.45M | Buy |
222,909
+4,012
| +2% | +$117K | 0.1% | 159 |
|
|
2024
Q2 | $6.12M | Buy |
218,897
+102,263
| +88% | +$2.82M | 0.1% | 155 |
|
|
2024
Q1 | $3.32M | Sell |
116,634
-23,268
| -17% | -$646K | 0.16% | 106 |
|
|
2023
Q4 | $4.03M | Sell |
139,902
-192,517
| -58% | -$5.82M | 0.21% | 94 |
|
|
2023
Q3 | $11M | Buy |
332,419
+170,934
| +106% | +$6.04M | 0.32% | 62 |
|
|
2023
Q2 | $5.92M | Buy |
161,485
+27,544
| +21% | +$1.07M | 0.36% | 55 |
|
|
2023
Q1 | $5.46M | Buy |
133,941
+1,750
| +1% | +$75.6K | 0.4% | 52 |
|
|
2022
Q4 | $6.77M | Buy |
132,191
+2,836
| +2% | +$136K | 0.53% | 39 |
|
|
2022
Q3 | $5.66M | Sell |
129,355
-19,450
| -13% | -$945K | 0.52% | 42 |
|
|
2022
Q2 | $7.8M | Buy |
148,805
+4,214
| +3% | +$215K | 0.61% | 38 |
|
|
2022
Q1 | $7.49M | Buy |
144,591
+4,073
| +3% | +$211K | 0.51% | 44 |
|
|
2021
Q4 | $8.3M | Buy |
140,518
+9,487
| +7% | +$470K | 0.56% | 35 |
|
|
2021
Q3 | $5.64M | Sell |
131,031
-4,796
| -4% | -$212K | 0.42% | 53 |
|
|
2021
Q2 | $5.32M | Buy |
135,827
+10,080
| +8% | +$392K | 0.41% | 56 |
|
|
2021
Q1 | $4.56M | Buy |
125,747
+171
| +0.1% | +$6.07K | 0.38% | 57 |
|
|
2020
Q4 | $4.62M | Buy |
125,576
+4,092
| +3% | +$150K | 0.42% | 55 |
|
|
2020
Q3 | $4.23M | Buy |
121,484
+4,516
| +4% | +$158K | 0.45% | 48 |
|
|
2020
Q2 | $3.63M | Buy |
116,968
+2,478
| +2% | +$84.2K | 0.42% | 55 |
|
|
2020
Q1 | $3.54M | Sell |
114,490
-8,417
| -7% | -$287K | 0.52% | 45 |
|
|
2019
Q4 | $4.57M | Buy |
122,907
+1,077
| +0.9% | +$38.4K | 0.55% | 44 |
|
|
2019
Q3 | $4.15M | Sell |
121,830
-849
| -0.7% | -$30.9K | 0.56% | 44 |
|
|
2019
Q2 | $5.04M | Buy |
122,679
+1,391
| +1% | +$55.2K | 0.67% | 37 |
|
|
2019
Q1 | $4.89M | Buy |
121,288
+3,923
| +3% | +$157K | 0.67% | 39 |
|
|
2018
Q4 | $4.86M | Buy |
117,365
+5,069
| +5% | +$210K | 0.76% | 31 |
|
|
2018
Q3 | $4.7M | Sell |
112,296
-4,597
| -4% | -$177K | 0.64% | 33 |
|
|
2018
Q2 | $4.02M | Buy |
116,893
+5,500
| +5% | +$188K | 0.57% | 39 |
|
|
2018
Q1 | $3.75M | Sell |
111,393
-6,218
| -5% | -$214K | 0.54% | 42 |
|
|
2017
Q4 | $4.04M | Sell |
117,611
-17,991
| -13% | -$613K | 0.55% | 42 |
|
|
2017
Q3 | $4.59M | Buy |
135,602
+16,285
| +14% | +$523K | 0.6% | 36 |
|
|
2017
Q2 | $3.8M | Sell |
119,317
-1,120
| -0.9% | -$35.3K | 0.56% | 45 |
|
|
2017
Q1 | $3.91M | Buy |
120,437
+4,805
| +4% | +$151K | 0.57% | 43 |
|
|
2016
Q4 | $3.56M | Buy |
+115,632
| New | +$3.53M | 0.58% | 43 |
|
Other funds holding PFE
Clearstead Advisors's PFE Position: Q2 2026 in Review
Clearstead Advisors reduced its Pfizer (PFE) stake by 17% in Q2 2026, selling an estimated $1.08M and leaving 197,145 shares worth $4.75M. The position accounts for 0.04% of the portfolio, ranked #248.
Clearstead Advisors first reported a position in PFE in Q4 2016 and has held it in 39 quarters since. The position peaked at $11M in Q3 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Clearstead Advisors held 197,145 shares of Pfizer worth $4.75M as of Q2 2026.
- Clearstead Advisors sold 41,133 Pfizer shares in Q2 2026, an estimated $1.08M.
- Pfizer made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #248 holding.
- Clearstead Advisors first reported a position in Pfizer in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's Pfizer position peaked at $11M in Q3 2023.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.