Fermata Advisors’s Pfizer PFE Stock Holding History

Fermata 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	$408K	Buy	14,300 +4,677	+49%	+$124K	0.08%	176
2026 Q2	$232K	Buy	+9,623	New	+$252K	0.05%	233
2024 Q3	–	Sell	-7,424	Closed	-$208K	–	254
2024 Q2	$208K	Sell	7,424 -3,924	-35%	-$108K	0.05%	211
2024 Q1	$315K	Buy	11,348 +3,384	+42%	+$93.9K	0.07%	158
2023 Q4	$229K	Sell	7,964 -669	-8%	-$20.2K	0.05%	159
2023 Q3	$286K	Buy	+8,633	New	+$305K	0.08%	126
2023 Q1	–	Sell	-8,994	Closed	-$461K	–	127
2022 Q4	$461K	Buy	8,994 +754	+9%	+$36.1K	0.14%	94
2022 Q3	$361K	Sell	8,240 -407	-5%	-$19.8K	0.12%	107
2022 Q2	$453K	Buy	8,647 +2,192	+34%	+$112K	0.16%	102
2022 Q1	$334K	Sell	6,455 -187	-3%	-$9.7K	0.13%	117
2021 Q4	$392K	Buy	6,642 +740	+13%	+$36.7K	0.14%	108
2021 Q3	$254K	Buy	+5,902	New	+$261K	0.11%	144

Other funds holding PFE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Fermata Advisors's PFE Position: Q3 2026 in Review

Fermata Advisors increased its Pfizer (PFE) stake by 49% in Q3 2026, buying an estimated $124K and bringing the position to 14,300 shares worth $408K. The position accounts for 0.08% of the portfolio, ranked #176.

Fermata Advisors first reported a position in PFE in Q3 2021 and has held it in 12 quarters since. The position peaked at $461K in Q4 2022. 559 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Fermata Advisors held 14,300 shares of Pfizer worth $408K as of Q3 2026.
Fermata Advisors bought 4,677 Pfizer shares in Q3 2026, an estimated $124K.
Pfizer made up 0.08% of Fermata Advisors's portfolio in Q3 2026, its #176 holding.
Fermata Advisors first reported a position in Pfizer in Q3 2021 and has held it in 12 quarters since.
Fermata Advisors's Pfizer position peaked at $461K in Q4 2022.
559 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

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