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Medallion Wealth Advisors’s Pfizer PFE Stock Holding History

Medallion 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 		$376K Sell
15,343
-2,449
-14% -$64.1K 0.12% 162
2026
Q1 		$500K Buy
17,792
+1,346
+8% +$35.8K 0.16% 128
2025
Q4 		$409K Sell
16,446
-231
-1% -$5.83K 0.14% 149
2025
Q3 		$425K Sell
16,677
-954
-5% -$23.5K 0.15% 141
2025
Q2 		$439K Buy
17,631
+1,098
+7% +$25.6K 0.17% 129
2025
Q1 		$408K Buy
16,533
+2,230
+16% +$58.4K 0.19% 120
2024
Q4 		$376K Buy
+14,303
New +$388K 0.19% 119

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $64.1K and leaving 15,343 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #162.

Medallion Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q1 2026. 2,835 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Medallion Wealth Advisors held 15,343 shares of Pfizer worth $376K as of Q2 2026.
  • Medallion Wealth Advisors sold 2,449 Pfizer shares in Q2 2026, an estimated $64.1K.
  • Pfizer made up 0.12% of Medallion Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Medallion Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Pfizer position peaked at $500K in Q1 2026.
  • 2,835 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.