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 Q3	$2.14M	Buy	75,030 +3,202	+4%	+$85.2K	0.17%	66
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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Heartwood Wealth Advisors's PFE Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Pfizer (PFE) stake by 4.5% in Q3 2026, buying an estimated $85.2K and bringing the position to 75,030 shares worth $2.14M. The position accounts for 0.17% of the portfolio, ranked #66.

Heartwood Wealth Advisors first reported a position in PFE in Q4 2019 and has held it in 23 quarters since. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Heartwood Wealth Advisors held 75,030 shares of Pfizer worth $2.14M as of Q3 2026.
Heartwood Wealth Advisors bought 3,202 Pfizer shares in Q3 2026, an estimated $85.2K.
Pfizer made up 0.17% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #66 holding.
Heartwood Wealth Advisors first reported a position in Pfizer in Q4 2019 and has held it in 23 quarters since.
156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.