Holistic Financial Partners’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-11,806
| Closed | -$332K | – | 139 |
|
|
2026
Q1 | $332K | Buy |
11,806
+299
| +3% | +$7.96K | 0.12% | 85 |
|
|
2025
Q4 | $287K | Sell |
11,507
-248
| -2% | -$6.25K | 0.1% | 100 |
|
|
2025
Q3 | $300K | Buy |
11,755
+853
| +8% | +$21.1K | 0.12% | 95 |
|
|
2025
Q2 | $264K | Buy |
10,902
+1,799
| +20% | +$42K | 0.12% | 99 |
|
|
2025
Q1 | $231K | Buy |
9,103
+45
| +0.5% | +$1.18K | 0.11% | 105 |
|
|
2024
Q4 | $240K | Sell |
9,058
-184
| -2% | -$4.99K | 0.12% | 103 |
|
|
2024
Q3 | $267K | Buy |
9,242
+250
| +3% | +$7.29K | 0.13% | 95 |
|
|
2024
Q2 | $252K | Sell |
8,992
-1,744
| -16% | -$48K | 0.13% | 94 |
|
|
2024
Q1 | $298K | Buy |
10,736
+321
| +3% | +$8.91K | 0.15% | 82 |
|
|
2023
Q4 | $300K | Buy |
10,415
+2,653
| +34% | +$80.2K | 0.18% | 74 |
|
|
2023
Q3 | $257K | Buy |
7,762
+917
| +13% | +$32.4K | 0.17% | 80 |
|
|
2023
Q2 | $251K | Buy |
6,845
+159
| +2% | +$6.19K | 0.17% | 80 |
|
|
2023
Q1 | $273K | Buy |
6,686
+34
| +0.5% | +$1.47K | 0.21% | 79 |
|
|
2022
Q4 | $341K | Buy |
6,652
+28
| +0.4% | +$1.34K | 0.31% | 57 |
|
|
2022
Q3 | $290K | Buy |
6,624
+27
| +0.4% | +$1.31K | 0.29% | 57 |
|
|
2022
Q2 | $346K | Buy |
6,597
+29
| +0.4% | +$1.48K | 0.33% | 48 |
|
|
2022
Q1 | $340K | Sell |
6,568
-80
| -1% | -$4.15K | 0.22% | 68 |
|
|
2021
Q4 | $393K | Sell |
6,648
-1,790
| -21% | -$88.7K | 0.23% | 62 |
|
|
2021
Q3 | $363K | Buy |
8,438
+864
| +11% | +$38.3K | 0.22% | 63 |
|
|
2021
Q2 | $297K | Buy |
7,574
+34
| +0.5% | +$1.32K | 0.18% | 86 |
|
|
2021
Q1 | $273K | Sell |
7,540
-3,546
| -32% | -$126K | 0.18% | 86 |
|
|
2020
Q4 | $408K | Sell |
11,086
-3,644
| -25% | -$134K | 0.28% | 48 |
|
|
2020
Q3 | $512K | Sell |
14,730
-1,279
| -8% | -$44.8K | 0.41% | 35 |
|
|
2020
Q2 | $497K | Buy |
16,009
+65
| +0.4% | +$2.21K | 0.43% | 30 |
|
|
2020
Q1 | $494K | Buy |
15,944
+228
| +1% | +$7.77K | 0.51% | 27 |
|
|
2019
Q4 | $584K | Buy |
15,716
+353
| +2% | +$12.6K | 0.35% | 38 |
|
|
2019
Q3 | $521K | Buy |
15,363
+6,559
| +75% | +$239K | 0.46% | 31 |
|
|
2019
Q2 | $362K | Sell |
8,804
-3,247
| -27% | -$129K | 0.36% | 37 |
|
|
2019
Q1 | $486K | Sell |
12,051
-1,222
| -9% | -$48.9K | 0.2% | 54 |
|
|
2018
Q4 | $550K | Sell |
13,273
-500
| -4% | -$20.8K | 0.57% | 23 |
|
|
2018
Q3 | $576K | Sell |
13,773
-474
| -3% | -$18.2K | 0.54% | 28 |
|
|
2018
Q2 | $490K | Sell |
14,247
-481
| -3% | -$16.4K | 0.56% | 19 |
|
|
2018
Q1 | $496K | Sell |
14,728
-351
| -2% | -$12.1K | 0.41% | 26 |
|
|
2017
Q4 | $518K | Buy |
+15,079
| New | +$514K | 0.43% | 27 |
|
Other funds holding PFE
Holistic Financial Partners's PFE Position: Q2 2026 in Review
Holistic Financial Partners sold out of Pfizer (PFE) in Q2 2026, closing a stake of 11,806 shares — an estimated $332K sold.
Holistic Financial Partners first reported a position in PFE in Q4 2017 and held it in 34 quarters. The position peaked at $584K in Q4 2019. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Holistic Financial Partners reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
- Holistic Financial Partners sold 11,806 Pfizer shares in Q2 2026, an estimated $332K.
- Holistic Financial Partners first reported a position in Pfizer in Q4 2017 and held it in 34 quarters.
- Holistic Financial Partners's Pfizer position peaked at $584K in Q4 2019.
- 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.