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Gladwyn Financial Advisors’s Pfizer PFE Stock Holding History

Gladwyn Financial Advisors’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 		– Sell
-512
Closed -$14.4K – 84
2026
Q1 		$14.4K Hold
512
– – 0.01% 76
2025
Q4 		$12.7K Hold
512
– – 0.01% 79
2025
Q3 		$13K Hold
512
– – 0.01% 77
2025
Q2 		$12.4K Buy
+512
New +$11.9K 0.01% 73

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Gladwyn Financial Advisors's PFE Position: Q2 2026 in Review

Gladwyn Financial Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 512 shares — an estimated $14.4K sold.

Gladwyn Financial Advisors first reported a position in PFE in Q2 2025 and held it in 4 quarters. The position peaked at $14.4K in Q1 2026. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Gladwyn Financial Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Gladwyn Financial Advisors sold 512 Pfizer shares in Q2 2026, an estimated $14.4K.
  • Gladwyn Financial Advisors first reported a position in Pfizer in Q2 2025 and held it in 4 quarters.
  • Gladwyn Financial Advisors's Pfizer position peaked at $14.4K in Q1 2026.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.