Heartwood Wealth Advisors’s Pfizer PFE Stock Holding History

Heartwood Wealth 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	$1.73M	Buy	71,828 +4,880	+7%	+$128K	0.13%	78
2026 Q1	$1.88M	Buy	66,948 +49,019	+273%	+$1.31M	0.16%	64
2025 Q4	$446K	Buy	17,929 +4,381	+32%	+$110K	0.04%	123
2025 Q3	$345K	Sell	13,548 -373	-3%	-$9.21K	0.03%	147
2025 Q2	$337K	Hold	13,921	–	–	0.04%	139
2025 Q1	$353K	Buy	13,921 +690	+5%	+$18.1K	0.04%	121
2024 Q4	$351K	Hold	13,231	–	–	0.04%	120
2024 Q3	$383K	Sell	13,231 -1,245	-9%	-$36.3K	0.04%	113
2024 Q2	$405K	Buy	14,476 +1,200	+9%	+$33K	0.05%	110
2024 Q1	$368K	Buy	13,276 +12	+0.1%	+$333	0.05%	105
2023 Q4	$382K	Sell	13,264 -8	-0.1%	-$242	0.05%	97
2023 Q3	$440K	Buy	13,272 +5,631	+74%	+$199K	0.06%	87
2023 Q2	$280K	Hold	7,641	–	–	0.04%	115
2023 Q1	$312K	Hold	7,641	–	–	0.05%	98
2022 Q4	$392K	Sell	7,641 -114	-1%	-$5.47K	0.06%	88
2022 Q3	$339K	Sell	7,755 -23	-0.3%	-$1.12K	0.06%	86
2022 Q2	$408K	Sell	7,778 -119	-2%	-$6.06K	0.07%	78
2022 Q1	$409K	Buy	7,897 +2,563	+48%	+$133K	0.06%	88
2021 Q4	$315K	Buy	5,334 +13	+0.2%	+$644	0.05%	85
2021 Q3	$229K	Buy	5,321 +64	+1%	+$2.83K	0.04%	91
2021 Q2	$206K	Buy	+5,257	New	+$204K	0.03%	96
2020 Q1	–	Sell	-6,565	Closed	-$244K	–	77
2019 Q4	$244K	Buy	+6,565	New	+$234K	0.05%	71

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heartwood Wealth Advisors's PFE Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Pfizer (PFE) stake by 7.3% in Q2 2026, buying an estimated $128K and bringing the position to 71,828 shares worth $1.73M. The position accounts for 0.13% of the portfolio, ranked #78.

Heartwood Wealth Advisors first reported a position in PFE in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.88M in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Heartwood Wealth Advisors held 71,828 shares of Pfizer worth $1.73M as of Q2 2026.
Heartwood Wealth Advisors bought 4,880 Pfizer shares in Q2 2026, an estimated $128K.
Pfizer made up 0.13% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Heartwood Wealth Advisors first reported a position in Pfizer in Q4 2019 and has held it in 22 quarters since.
Heartwood Wealth Advisors's Pfizer position peaked at $1.88M in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.