GoalVest Advisory
PFE icon

GoalVest Advisory’s Pfizer PFE Stock Holding History

GoalVest 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
Q3 		$22.5K Sell
788
-136
-15% -$3.62K ﹤0.01% 308
2026
Q2 		$22.2K Sell
924
-1,104
-54% -$28.9K ﹤0.01% 293
2026
Q1 		$56.9K Sell
2,028
-275
-12% -$7.32K 0.01% 211
2025
Q4 		$57.3K Buy
2,303
+1,240
+117% +$31.3K 0.01% 228
2025
Q3 		$27.1K Hold
1,063
– – 0.01% 274
2025
Q2 		$25.8K Buy
1,063
+239
+29% +$5.57K 0.01% 256
2025
Q1 		$20.9K Buy
824
+36
+5% +$942 0.01% 236
2024
Q4 		$20.9K Sell
788
-93
-11% -$2.52K 0.01% 247
2024
Q3 		$25.5K Hold
881
– – 0.01% 248
2024
Q2 		$24.6K Hold
881
– – 0.01% 219
2024
Q1 		$24.4K Sell
881
-196
-18% -$5.44K 0.01% 250
2023
Q4 		$31K Buy
1,077
+811
+305% +$24.5K 0.01% 177
2023
Q3 		$8.82K Sell
266
-26,431
-99% -$935K ﹤0.01% 302
2023
Q2 		$979K Sell
26,697
-6,573
-20% -$256K 0.51% 31
2023
Q1 		$1.36M Buy
33,270
+4,430
+15% +$191K 0.8% 22
2022
Q4 		$1.48M Buy
28,840
+2,724
+10% +$131K 0.95% 18
2022
Q3 		$1.14M Buy
26,116
+4,662
+22% +$227K 0.8% 25
2022
Q2 		$1.11M Buy
21,454
+20,149
+1,544% +$1.03M 0.7% 40
2022
Q1 		$68K Buy
+1,305
New +$67.7K 0.04% 145
2021
Q2 		$39K Buy
+993
New +$38.6K 0.02% 157

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

GoalVest Advisory's PFE Position: Q3 2026 in Review

GoalVest Advisory reduced its Pfizer (PFE) stake by 15% in Q3 2026, selling an estimated $3.62K and leaving 788 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

GoalVest Advisory first reported a position in PFE in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.48M in Q4 2022. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • GoalVest Advisory held 788 shares of Pfizer worth $22.5K as of Q3 2026.
  • GoalVest Advisory sold 136 Pfizer shares in Q3 2026, an estimated $3.62K.
  • Pfizer made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #308 holding.
  • GoalVest Advisory first reported a position in Pfizer in Q2 2021 and has held it in 20 quarters since.
  • GoalVest Advisory's Pfizer position peaked at $1.48M in Q4 2022.
  • 1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.