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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
Q2 		$22.3K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

GoalVest Advisory's PFE Position: Q2 2026 in Review

GoalVest Advisory reduced its Pfizer (PFE) stake by 54% in Q2 2026, selling an estimated $28.9K and leaving 924 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

GoalVest Advisory first reported a position in PFE in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q4 2022. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • GoalVest Advisory held 924 shares of Pfizer worth $22.3K as of Q2 2026.
  • GoalVest Advisory sold 1,104 Pfizer shares in Q2 2026, an estimated $28.9K.
  • Pfizer made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #293 holding.
  • GoalVest Advisory first reported a position in Pfizer in Q2 2021 and has held it in 19 quarters since.
  • GoalVest Advisory's Pfizer position peaked at $1.48M in Q4 2022.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.