Forza Wealth Management
PFE icon

Forza Wealth Management’s Pfizer PFE Stock Holding History

Forza Wealth Management’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 		$949K Buy
33,267
+6,067
+22% +$161K 0.27% 77
2026
Q2 		$655K Buy
27,200
+488
+2% +$12.8K 0.2% 105
2026
Q1 		$750K Buy
26,712
+3,524
+15% +$93.8K 0.26% 89
2025
Q4 		$577K Buy
23,188
+4,061
+21% +$102K 0.21% 114
2025
Q3 		$487K Buy
19,127
+3,837
+25% +$94.7K 0.19% 123
2025
Q2 		$371K Buy
15,290
+2,188
+17% +$51K 0.15% 142
2025
Q1 		$332K Buy
13,102
+1,250
+11% +$32.7K 0.15% 144
2024
Q4 		$314K Sell
11,852
-6,908
-37% -$187K 0.14% 150
2024
Q3 		$543K Buy
18,760
+365
+2% +$10.6K 0.25% 108
2024
Q2 		$515K Sell
18,395
-1,163
-6% -$32K 0.27% 105
2024
Q1 		$543K Hold
19,558
– – 0.28% 99
2023
Q4 		$563K Sell
19,558
-5,685
-23% -$172K 0.31% 91
2023
Q3 		$837K Hold
25,243
– – 0.43% 74
2023
Q2 		$926K Sell
25,243
-820
-3% -$31.9K 0.47% 73
2023
Q1 		$1.06M Buy
26,063
+2,085
+9% +$90.1K 0.55% 61
2022
Q4 		$1.23M Buy
+23,978
New +$1.15M 0.82% 37

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Forza Wealth Management's PFE Position: Q3 2026 in Review

Forza Wealth Management increased its Pfizer (PFE) stake by 22% in Q3 2026, buying an estimated $161K and bringing the position to 33,267 shares worth $949K. The position accounts for 0.27% of the portfolio, ranked #77.

Forza Wealth Management first reported a position in PFE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q4 2022. 676 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Forza Wealth Management held 33,267 shares of Pfizer worth $949K as of Q3 2026.
  • Forza Wealth Management bought 6,067 Pfizer shares in Q3 2026, an estimated $161K.
  • Pfizer made up 0.27% of Forza Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Forza Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's Pfizer position peaked at $1.23M in Q4 2022.
  • 676 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.