Ellevest Inc’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 | $961K | Buy |
45,568
+2,524
| +6% | +$66K | 0.11% | 129 |
|
|
2026
Q1 | $1.21M | Buy |
43,044
+3,008
| +8% | +$80.1K | 0.17% | 82 |
|
|
2025
Q4 | $997K | Sell |
40,036
-4,341
| -10% | -$109K | 0.14% | 98 |
|
|
2025
Q3 | $1.13M | Buy |
44,377
+835
| +2% | +$20.6K | 0.16% | 95 |
|
|
2025
Q2 | $1.06M | Buy |
43,542
+6,800
| +19% | +$159K | 0.17% | 93 |
|
|
2025
Q1 | $931K | Buy |
36,742
+16,975
| +86% | +$444K | 0.06% | 112 |
|
|
2024
Q4 | $524K | Sell |
19,767
-2,681
| -12% | -$72.7K | 0.03% | 187 |
|
|
2024
Q3 | $650K | Sell |
22,448
-692
| -3% | -$20.2K | 0.04% | 164 |
|
|
2024
Q2 | $647K | Buy |
23,140
+3,646
| +19% | +$100K | 0.04% | 162 |
|
|
2024
Q1 | $541K | Sell |
19,494
-271
| -1% | -$7.52K | 0.03% | 184 |
|
|
2023
Q4 | $569K | Buy |
19,765
+796
| +4% | +$24.1K | 0.04% | 160 |
|
|
2023
Q3 | $629K | Buy |
18,969
+1,449
| +8% | +$51.2K | 0.05% | 121 |
|
|
2023
Q2 | $643K | Buy |
17,520
+4,198
| +32% | +$163K | 0.05% | 111 |
|
|
2023
Q1 | $544K | Sell |
13,322
-866
| -6% | -$37.4K | 0.04% | 120 |
|
|
2022
Q4 | $727K | Buy |
14,188
+7,750
| +120% | +$372K | 0.06% | 81 |
|
|
2022
Q3 | $282K | Buy |
6,438
+1,966
| +44% | +$95.5K | 0.03% | 193 |
|
|
2022
Q2 | $234K | Buy |
4,472
+820
| +22% | +$41.8K | 0.02% | 251 |
|
|
2022
Q1 | $189K | Buy |
3,652
+29
| +0.8% | +$1.5K | 0.02% | 321 |
|
|
2021
Q4 | $214K | Buy |
3,623
+26
| +0.7% | +$1.29K | 0.02% | 281 |
|
|
2021
Q3 | $155K | Buy |
3,597
+29
| +0.8% | +$1.28K | 0.02% | 326 |
|
|
2021
Q2 | $140K | Sell |
3,568
-661
| -16% | -$25.7K | 0.01% | 319 |
|
|
2021
Q1 | $153K | Buy |
4,229
+540
| +15% | +$19.2K | 0.02% | 275 |
|
|
2020
Q4 | $136K | Sell |
3,689
-273
| -7% | -$10K | 0.02% | 247 |
|
|
2020
Q3 | $138K | Sell |
3,962
-640
| -14% | -$22.4K | 0.02% | 178 |
|
|
2020
Q2 | $143K | Sell |
4,602
-2,826
| -38% | -$96K | 0.03% | 143 |
|
|
2020
Q1 | $230K | Buy |
7,428
+1,223
| +20% | +$41.7K | 0.06% | 80 |
|
|
2019
Q4 | $231K | Buy |
6,205
+498
| +9% | +$17.7K | 0.06% | 67 |
|
|
2019
Q3 | $194K | Sell |
5,707
-8,191
| -59% | -$298K | 0.07% | 54 |
|
|
2019
Q2 | $298K | Buy |
13,898
+1,314
| +10% | +$52.2K | 0.12% | 37 |
|
|
2019
Q1 | $239K | Buy |
12,584
+6,547
| +108% | +$262K | 0.11% | 41 |
|
|
2018
Q4 | $250K | Buy |
+6,037
| New | +$251K | 0.13% | 53 |
|
Other funds holding PFE
Ellevest Inc's PFE Position: Q2 2026 in Review
Ellevest Inc increased its Pfizer (PFE) stake by 5.9% in Q2 2026, buying an estimated $66K and bringing the position to 45,568 shares worth $961K. The position accounts for 0.11% of the portfolio, ranked #129.
Ellevest Inc first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.21M in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Ellevest Inc held 45,568 shares of Pfizer worth $961K as of Q2 2026.
- Ellevest Inc bought 2,524 Pfizer shares in Q2 2026, an estimated $66K.
- Pfizer made up 0.11% of Ellevest Inc's portfolio in Q2 2026, its #129 holding.
- Ellevest Inc first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Ellevest Inc's Pfizer position peaked at $1.21M in Q1 2026.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.