Maia Wealth
PFE icon

Maia Wealth’s Pfizer PFE Stock Holding History

Maia Wealth’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 		$270K Sell
9,456
-399
-4% -$10.6K 0.04% 296
2026
Q2 		$237K Buy
9,855
+584
+6% +$15.3K 0.04% 324
2026
Q1 		$260K Buy
9,271
+246
+3% +$6.55K 0.04% 308
2025
Q4 		$248K Sell
9,025
-1,163
-11% -$29.3K 0.04% 302
2025
Q3 		$248K Buy
10,188
+214
+2% +$5.28K 0.04% 306
2025
Q2 		$242K Buy
9,974
+760
+8% +$17.7K 0.05% 285
2025
Q1 		$204K Buy
9,214
+1,528
+20% +$40K 0.05% 283
2024
Q4 		$206K Sell
7,686
-4,851
-39% -$132K 0.04% 287
2024
Q3 		$359K Sell
12,537
-257
-2% -$7.5K 0.09% 177
2024
Q2 		$372K Buy
+12,794
New +$352K 0.11% 142
2023
Q4 		$249K Buy
+8,654
New +$262K 0.1% 160

Other funds holding PFE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Maia Wealth's PFE Position: Q3 2026 in Review

Maia Wealth reduced its Pfizer (PFE) stake by 4% in Q3 2026, selling an estimated $10.6K and leaving 9,456 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #296.

Maia Wealth first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $372K in Q2 2024. 2,406 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Maia Wealth held 9,456 shares of Pfizer worth $270K as of Q3 2026.
  • Maia Wealth sold 399 Pfizer shares in Q3 2026, an estimated $10.6K.
  • Pfizer made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #296 holding.
  • Maia Wealth first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's Pfizer position peaked at $372K in Q2 2024.
  • 2,406 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.