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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
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% -$9.61K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fortitude Advisory Group's PFE Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Pfizer (PFE) stake by 4.6% in Q2 2026, selling an estimated $12.3K and leaving 9,700 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #200.

Fortitude Advisory Group first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2021. 1,132 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Fortitude Advisory Group held 9,700 shares of Pfizer worth $234K as of Q2 2026.
  • Fortitude Advisory Group sold 469 Pfizer shares in Q2 2026, an estimated $12.3K.
  • Pfizer made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #200 holding.
  • Fortitude Advisory Group first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Pfizer position peaked at $1.17M in Q4 2021.
  • 1,132 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.