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Fi3 Financial Advisors’s Pfizer PFE Stock Holding History

Fi3 Financial 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
Q2 		$958K Sell
7,078
-5,313
-43% -$139K 0.23% 47
2026
Q1 		$348K Buy
12,391
+2,381
+24% +$63.4K 0.1% 120
2025
Q4 		$249K Buy
10,010
+285
+3% +$7.19K 0.08% 151
2025
Q3 		$248K Buy
9,725
+1,243
+15% +$30.7K 0.08% 123
2025
Q2 		$206K Buy
8,482
+404
+5% +$9.42K 0.07% 161
2025
Q1 		$205K Sell
8,078
-4,615
-36% -$121K 0.08% 127
2024
Q4 		$337K Buy
+12,693
New +$344K 0.13% 67
2023
Q3 		– Sell
-5,512
Closed -$202K – 77
2023
Q2 		$202K Buy
+5,512
New +$215K 0.11% 65
2023
Q1 		– Sell
-5,290
Closed -$271K – 81
2022
Q4 		$271K Buy
+5,290
New +$254K 0.16% 49

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fi3 Financial Advisors's PFE Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Pfizer (PFE) stake by 43% in Q2 2026, selling an estimated $139K and leaving 7,078 shares worth $958K. The position accounts for 0.23% of the portfolio, ranked #47.

Fi3 Financial Advisors first reported a position in PFE in Q4 2022 and has held it in 9 quarters since. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Fi3 Financial Advisors held 7,078 shares of Pfizer worth $958K as of Q2 2026.
  • Fi3 Financial Advisors sold 5,313 Pfizer shares in Q2 2026, an estimated $139K.
  • Pfizer made up 0.23% of Fi3 Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Fi3 Financial Advisors first reported a position in Pfizer in Q4 2022 and has held it in 9 quarters since.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.