Gladstone Institutional Advisory’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.88M | Sell |
78,104
-15,786
| -17% | -$413K | 0.06% | 302 |
|
|
2026
Q1 | $2.64M | Buy |
93,890
+14,164
| +18% | +$377K | 0.1% | 217 |
|
|
2025
Q4 | $1.99M | Buy |
79,726
+1,112
| +1% | +$28K | 0.08% | 254 |
|
|
2025
Q3 | $2M | Sell |
78,614
-3,207
| -4% | -$79.2K | 0.08% | 245 |
|
|
2025
Q2 | $1.98M | Sell |
81,821
-3,948
| -5% | -$92.1K | 0.08% | 241 |
|
|
2025
Q1 | $2.17M | Sell |
85,769
-78,663
| -48% | -$2.06M | 0.1% | 213 |
|
|
2024
Q4 | $4.36M | Buy |
164,432
+13,587
| +9% | +$369K | 0.2% | 116 |
|
|
2024
Q3 | $4.37M | Buy |
150,845
+81,349
| +117% | +$2.37M | 0.21% | 117 |
|
|
2024
Q2 | $1.94M | Buy |
69,496
+2,359
| +4% | +$64.9K | 0.1% | 222 |
|
|
2024
Q1 | $1.86M | Sell |
67,137
-18,223
| -21% | -$506K | 0.1% | 212 |
|
|
2023
Q4 | $2.46M | Sell |
85,360
-10,896
| -11% | -$329K | 0.14% | 185 |
|
|
2023
Q3 | $3.19M | Buy |
96,256
+2,731
| +3% | +$96.6K | 0.21% | 125 |
|
|
2023
Q2 | $3.43M | Sell |
93,525
-20,414
| -18% | -$795K | 0.21% | 125 |
|
|
2023
Q1 | $4.65M | Sell |
113,939
-12,541
| -10% | -$542K | 0.3% | 90 |
|
|
2022
Q4 | $6.48M | Sell |
126,480
-9,683
| -7% | -$464K | 0.46% | 47 |
|
|
2022
Q3 | $5.96M | Sell |
136,163
-7,882
| -5% | -$383K | 0.47% | 42 |
|
|
2022
Q2 | $7.55M | Buy |
144,045
+15,767
| +12% | +$803K | 0.6% | 27 |
|
|
2022
Q1 | $6.64M | Sell |
128,278
-11,720
| -8% | -$608K | 0.45% | 47 |
|
|
2021
Q4 | $8.27M | Buy |
139,998
+44,589
| +47% | +$2.21M | 0.64% | 33 |
|
|
2021
Q3 | $4.1M | Buy |
95,409
+27,085
| +40% | +$1.2M | 0.4% | 66 |
|
|
2021
Q2 | $2.68M | Buy |
68,324
+27,473
| +67% | +$1.07M | 0.32% | 83 |
|
|
2021
Q1 | $1.48M | Buy |
40,851
+23,580
| +137% | +$837K | 0.23% | 101 |
|
|
2020
Q4 | $636K | Buy |
17,271
+3,524
| +26% | +$129K | 0.13% | 141 |
|
|
2020
Q3 | $479K | Buy |
13,747
+1,646
| +14% | +$57.7K | 0.11% | 145 |
|
|
2020
Q2 | $375K | Sell |
12,101
-13,259
| -52% | -$450K | 0.1% | 157 |
|
|
2020
Q1 | $785K | Buy |
25,360
+9,636
| +61% | +$328K | 0.2% | 103 |
|
|
2019
Q4 | $584K | Sell |
15,724
-1,291
| -8% | -$46K | 0.14% | 124 |
|
|
2019
Q3 | $580K | Buy |
17,015
+3,727
| +28% | +$136K | 0.15% | 123 |
|
|
2019
Q2 | $546K | Buy |
13,288
+4,448
| +50% | +$177K | 0.17% | 127 |
|
|
2019
Q1 | $356K | Sell |
8,840
-231
| -3% | -$9.25K | 0.13% | 142 |
|
|
2018
Q4 | $376K | Buy |
+9,071
| New | +$377K | 0.22% | 106 |
|
Other funds holding PFE
Gladstone Institutional Advisory's PFE Position: Q2 2026 in Review
Gladstone Institutional Advisory reduced its Pfizer (PFE) stake by 17% in Q2 2026, selling an estimated $413K and leaving 78,104 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #302.
Gladstone Institutional Advisory first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.27M in Q4 2021. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Gladstone Institutional Advisory held 78,104 shares of Pfizer worth $1.88M as of Q2 2026.
- Gladstone Institutional Advisory sold 15,786 Pfizer shares in Q2 2026, an estimated $413K.
- Pfizer made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #302 holding.
- Gladstone Institutional Advisory first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Gladstone Institutional Advisory's Pfizer position peaked at $8.27M in Q4 2021.
- 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.