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Fortitude Advisory Group’s Pfizer PFE Stock Holding History

Fortitude Advisory Group’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 		$259K Sell
9,095
-605
-6% -$16.1K 0.1% 188
2026
Q2 		$234K Sell
9,700
-469
-5% -$12.3K 0.09% 200
2026
Q1 		$286K Sell
10,169
-937
-8% -$24.9K 0.13% 157
2025
Q4 		$277K Sell
11,106
-381
-3% -$9.6K 0.12% 151
2025
Q3 		$293K Sell
11,487
-1,804
-14% -$44.5K 0.16% 142
2025
Q2 		$322K Sell
13,291
-56
-0.4% -$1.31K 0.18% 119
2025
Q1 		$294K Sell
13,347
-2,531
-16% -$66.2K 0.21% 113
2024
Q4 		$421K Sell
15,878
-1,523
-9% -$41.3K 0.25% 81
2024
Q3 		$504K Buy
17,401
+1,746
+11% +$50.9K 0.32% 71
2024
Q2 		$438K Sell
15,655
-3,370
-18% -$92.8K 0.26% 75
2024
Q1 		$528K Sell
19,025
-480
-2% -$13.3K 0.3% 76
2023
Q4 		$562K Buy
19,505
+156
+0.8% +$4.72K 0.34% 61
2023
Q3 		$642K Buy
19,349
+3,607
+23% +$128K 0.43% 46
2023
Q2 		$577K Sell
15,742
-548
-3% -$21.3K 0.42% 50
2023
Q1 		$665K Sell
16,290
-1,408
-8% -$60.8K 0.52% 47
2022
Q4 		$907K Buy
17,698
+48
+0.3% +$2.3K 0.77% 23
2022
Q3 		$772K Buy
17,650
+231
+1% +$11.2K 0.73% 29
2022
Q2 		$913K Sell
17,419
-326
-2% -$16.6K 0.83% 22
2022
Q1 		$919K Sell
17,745
-2,117
-11% -$110K 0.49% 31
2021
Q4 		$1.17M Buy
+19,862
New +$984K 0.59% 23

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Fortitude Advisory Group's PFE Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Pfizer (PFE) stake by 6.2% in Q3 2026, selling an estimated $16.1K and leaving 9,095 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #188.

Fortitude Advisory Group first reported a position in PFE in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q4 2021. 1,752 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Fortitude Advisory Group held 9,095 shares of Pfizer worth $259K as of Q3 2026.
  • Fortitude Advisory Group sold 605 Pfizer shares in Q3 2026, an estimated $16.1K.
  • Pfizer made up 0.1% of Fortitude Advisory Group's portfolio in Q3 2026, its #188 holding.
  • Fortitude Advisory Group first reported a position in Pfizer in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's Pfizer position peaked at $1.17M in Q4 2021.
  • 1,752 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.