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Collaborative Wealth Management’s Pfizer PFE Stock Holding History

Collaborative Wealth Management’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
Q1 		– Sell
-18,676
Closed -$465K – 218
2025
Q4 		$465K Buy
+18,676
New +$471K 0.16% 118
2023
Q1 		– Sell
-4,152
Closed -$213K – 172
2022
Q4 		$213K Buy
+4,152
New +$199K 0.14% 161
2022
Q3 		– Sell
-4,348
Closed -$228K – 183
2022
Q2 		$228K Buy
+4,348
New +$222K 0.15% 164
2021
Q4 		$349K Buy
+5,904
New +$293K 0.19% 147
2021
Q1 		$229K Buy
+4,428
New +$157K 0.13% 174

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Collaborative Wealth Management's PFE Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Pfizer (PFE) in Q1 2026, closing a stake of 18,676 shares — an estimated $465K sold.

Collaborative Wealth Management first reported a position in PFE in Q1 2021 and held it in 5 quarters. The position peaked at $465K in Q4 2025. 2,952 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 18,676 Pfizer shares in Q1 2026, an estimated $465K.
  • Collaborative Wealth Management first reported a position in Pfizer in Q1 2021 and held it in 5 quarters.
  • Collaborative Wealth Management's Pfizer position peaked at $465K in Q4 2025.
  • 2,952 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.