Herold Advisors
PFE icon

Herold Advisors’s Pfizer PFE Stock Holding History

Herold 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 		$2.17M Sell
76,022
-5,228
-6% -$139K 0.42% 63
2026
Q2 		$1.95M Buy
81,250
+6,220
+8% +$163K 0.39% 71
2026
Q1 		$2.11M Buy
75,030
+3,642
+5% +$97K 0.46% 60
2025
Q4 		$1.78M Buy
71,388
+1,162
+2% +$29.3K 0.4% 69
2025
Q3 		$1.79M Sell
70,226
-5,629
-7% -$139K 0.41% 66
2025
Q2 		$1.84M Buy
75,855
+7,929
+12% +$185K 0.39% 73
2025
Q1 		$1.72M Sell
67,926
-1,636
-2% -$42.8K 0.38% 77
2024
Q4 		$1.85M Buy
69,562
+1,304
+2% +$35.4K 0.4% 66
2024
Q3 		$1.98M Buy
68,258
+6,182
+10% +$180K 0.43% 62
2024
Q2 		$1.74M Buy
62,076
+5,957
+11% +$164K 0.4% 66
2024
Q1 		$1.56M Sell
56,119
-7,643
-12% -$212K 0.38% 73
2023
Q4 		$1.84M Buy
63,762
+1,026
+2% +$31K 0.51% 62
2023
Q3 		$2.08M Buy
62,736
+9,711
+18% +$343K 0.63% 45
2023
Q2 		$1.94M Buy
53,025
+3,034
+6% +$118K 0.6% 50
2023
Q1 		$2.04M Buy
49,991
+15,710
+46% +$679K 0.71% 36
2022
Q4 		$1.76M Buy
34,281
+2,180
+7% +$105K 0.74% 43
2022
Q3 		$1.4M Buy
32,101
+319
+1% +$15.5K 0.67% 50
2022
Q2 		$1.67M Sell
31,782
-1,687
-5% -$86K 0.74% 41
2022
Q1 		$1.73M Buy
33,469
+489
+1% +$25.4K 0.62% 48
2021
Q4 		$1.95M Buy
32,980
+883
+3% +$43.7K 0.76% 42
2021
Q3 		$1.38M Buy
+32,097
New +$1.42M 0.54% 58

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Herold Advisors's PFE Position: Q3 2026 in Review

Herold Advisors reduced its Pfizer (PFE) stake by 6.4% in Q3 2026, selling an estimated $139K and leaving 76,022 shares worth $2.17M. The position accounts for 0.42% of the portfolio, ranked #63.

Herold Advisors first reported a position in PFE in Q3 2021 and has held it in 21 quarters since. 661 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Herold Advisors held 76,022 shares of Pfizer worth $2.17M as of Q3 2026.
  • Herold Advisors sold 5,228 Pfizer shares in Q3 2026, an estimated $139K.
  • Pfizer made up 0.42% of Herold Advisors's portfolio in Q3 2026, its #63 holding.
  • Herold Advisors first reported a position in Pfizer in Q3 2021 and has held it in 21 quarters since.
  • 661 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.