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CoreCap Advisors’s Pfizer PFE Stock Holding History

CoreCap 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 		$2.2M Sell
77,134
-8,771
-10% -$233K 0.06% 241
2026
Q2 		$2.07M Buy
85,905
+4,584
+6% +$120K 0.06% 250
2026
Q1 		$2.28M Sell
81,321
-7,203
-8% -$192K 0.08% 216
2025
Q4 		$2.2M Buy
88,524
+10,870
+14% +$274K 0.08% 228
2025
Q3 		$1.98M Sell
77,654
-3,078
-4% -$76K 0.07% 235
2025
Q2 		$1.96M Sell
80,732
-4,370
-5% -$102K 0.08% 219
2025
Q1 		$2.16M Buy
85,102
+662
+0.8% +$17.3K 0.09% 199
2024
Q4 		$2.24M Buy
84,440
+11,650
+16% +$316K 0.1% 199
2024
Q3 		$2.11M Buy
+72,790
New +$2.12M 0.1% 210
2024
Q2 		– Sell
-65,143
Closed -$1.81M – 2313
2024
Q1 		$1.81M Buy
65,143
+16,135
+33% +$448K 0.1% 207
2023
Q4 		$1.41M Sell
49,008
-1,704
-3% -$51.5K 0.09% 208
2023
Q3 		$1.68M Buy
50,712
+2,396
+5% +$84.7K 0.12% 164
2023
Q2 		$1.77M Buy
+48,316
New +$1.88M 0.13% 163
2022
Q4 		$3.36M Buy
65,655
+23,136
+54% +$1.11M 0.24% 74
2022
Q3 		$1.86M Sell
42,519
-13,987
-25% -$680K 0.16% 116
2022
Q2 		$2.96M Buy
56,506
+14,773
+35% +$753K 0.23% 77
2022
Q1 		$2.16M Sell
41,733
-13,595
-25% -$705K 0.15% 112
2021
Q4 		$3.27M Buy
+55,328
New +$2.74M 0.22% 88

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

CoreCap Advisors's PFE Position: Q3 2026 in Review

CoreCap Advisors reduced its Pfizer (PFE) stake by 10% in Q3 2026, selling an estimated $233K and leaving 77,134 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #241.

CoreCap Advisors first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.36M in Q4 2022. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • CoreCap Advisors held 77,134 shares of Pfizer worth $2.2M as of Q3 2026.
  • CoreCap Advisors sold 8,771 Pfizer shares in Q3 2026, an estimated $233K.
  • Pfizer made up 0.06% of CoreCap Advisors's portfolio in Q3 2026, its #241 holding.
  • CoreCap Advisors first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Pfizer position peaked at $3.36M in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.