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Gladstone Institutional Advisory’s Pfizer PFE Stock Holding History

Gladstone Institutional Advisory’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gladstone Institutional Advisory's PFE Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Pfizer (PFE) stake by 18% in Q1 2026, buying an estimated $377K and bringing the position to 93,890 shares worth $2.64M. The position accounts for 0.1% of the portfolio, ranked #217.

Gladstone Institutional Advisory first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.27M in Q4 2021. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Gladstone Institutional Advisory held 93,890 shares of Pfizer worth $2.64M as of Q1 2026.
  • Gladstone Institutional Advisory bought 14,164 Pfizer shares in Q1 2026, an estimated $377K.
  • Pfizer made up 0.1% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #217 holding.
  • Gladstone Institutional Advisory first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Pfizer position peaked at $8.27M in Q4 2021.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.