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Elevation Wealth Partners’s Pfizer PFE Stock Holding History

Elevation Wealth Partners’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 		$72.5K Buy
2,541
+839
+49% +$22.3K 0.02% 274
2026
Q2 		$41K Buy
1,702
+910
+115% +$23.8K 0.01% 355
2026
Q1 		$22.2K Sell
792
-1,644
-67% -$43.8K 0.01% 357
2025
Q4 		$60.7K Buy
2,436
+80
+3% +$2.02K 0.02% 212
2025
Q3 		$60K Sell
2,356
-2,116
-47% -$52.2K 0.02% 224
2025
Q2 		$108K Buy
4,472
+1
+0% +$23 0.04% 167
2025
Q1 		$113K Buy
4,471
+54
+1% +$1.41K 0.05% 154
2024
Q4 		$117K Hold
4,417
– – 0.05% 153
2024
Q3 		$128K Hold
4,417
– – 0.05% 141
2024
Q2 		$124K Sell
4,417
-2,018
-31% -$55.6K 0.06% 140
2024
Q1 		$179K Sell
6,435
-432
-6% -$12K 0.09% 116
2023
Q4 		$228K Buy
6,867
+4,266
+164% +$129K 0.14% 90
2023
Q3 		$86.3K Buy
2,601
+7
+0.3% +$248 0.07% 107
2023
Q2 		$95.1K Buy
2,594
+6
+0.2% +$234 0.08% 106
2023
Q1 		$106K Buy
+2,588
New +$112K 0.1% 93

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

Elevation Wealth Partners's PFE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Pfizer (PFE) stake by 49% in Q3 2026, buying an estimated $22.3K and bringing the position to 2,541 shares worth $72.5K. The position accounts for 0.02% of the portfolio, ranked #274.

Elevation Wealth Partners first reported a position in PFE in Q1 2023 and has held it in 15 quarters since. The position peaked at $228K in Q4 2023. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Elevation Wealth Partners held 2,541 shares of Pfizer worth $72.5K as of Q3 2026.
  • Elevation Wealth Partners bought 839 Pfizer shares in Q3 2026, an estimated $22.3K.
  • Pfizer made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #274 holding.
  • Elevation Wealth Partners first reported a position in Pfizer in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Pfizer position peaked at $228K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.