Moneta Group Investment Advisors’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 | $3.72M | Sell |
154,501
-10,111
| -6% | -$264K | 0.03% | 220 |
|
|
2026
Q1 | $4.62M | Sell |
164,612
-27,754
| -14% | -$739K | 0.03% | 175 |
|
|
2025
Q4 | $4.79M | Sell |
192,366
-14,178
| -7% | -$358K | 0.04% | 170 |
|
|
2025
Q3 | $5.26M | Sell |
206,544
-13,819
| -6% | -$341K | 0.04% | 158 |
|
|
2025
Q2 | $5.34M | Sell |
220,363
-7,244
| -3% | -$169K | 0.06% | 133 |
|
|
2025
Q1 | $5.77M | Sell |
227,607
-3,905
| -2% | -$102K | 0.08% | 122 |
|
|
2024
Q4 | $6.14M | Buy |
231,512
+36,855
| +19% | +$1,000K | 0.09% | 114 |
|
|
2024
Q3 | $5.63M | Sell |
194,657
-7,927
| -4% | -$231K | 0.08% | 119 |
|
|
2024
Q2 | $5.67M | Sell |
202,584
-23,611
| -10% | -$650K | 0.09% | 115 |
|
|
2024
Q1 | $6.28M | Buy |
226,195
+26,165
| +13% | +$726K | 0.1% | 112 |
|
|
2023
Q4 | $5.76M | Sell |
200,030
-11,354
| -5% | -$343K | 0.11% | 99 |
|
|
2023
Q3 | $7.01M | Sell |
211,384
-5,145
| -2% | -$182K | 0.16% | 76 |
|
|
2023
Q2 | $7.94M | Buy |
216,529
+20,664
| +11% | +$804K | 0.18% | 76 |
|
|
2023
Q1 | $7.99M | Sell |
195,865
-32,560
| -14% | -$1.41M | 0.19% | 74 |
|
|
2022
Q4 | $10.1M | Buy |
228,425
+48,763
| +27% | +$2.34M | 0.28% | 62 |
|
|
2022
Q3 | $7.86M | Buy |
179,662
+8,634
| +5% | +$420K | 0.3% | 66 |
|
|
2022
Q2 | $8.97M | Buy |
171,028
+24,862
| +17% | +$1.27M | 0.31% | 69 |
|
|
2022
Q1 | $7.57M | Buy |
146,166
+2,576
| +2% | +$134K | 0.3% | 66 |
|
|
2021
Q4 | $8.48M | Sell |
143,590
-632
| -0.4% | -$31.3K | 0.34% | 58 |
|
|
2021
Q3 | $6.2M | Sell |
144,222
-9,200
| -6% | -$408K | 0.29% | 68 |
|
|
2021
Q2 | $6.01M | Buy |
153,422
+16,822
| +12% | +$654K | 0.28% | 76 |
|
|
2021
Q1 | $4.95M | Buy |
136,600
+41,843
| +44% | +$1.49M | 0.26% | 74 |
|
|
2020
Q4 | $3.49M | Sell |
94,757
-764
| -0.8% | -$28K | 0.25% | 71 |
|
|
2020
Q3 | $3.33M | Buy |
95,521
+79,373
| +492% | +$2.78M | 0.29% | 67 |
|
|
2020
Q2 | $501K | Buy |
16,148
+3,909
| +32% | +$133K | 0.05% | 160 |
|
|
2020
Q1 | $379K | Sell |
12,239
-3,983
| -25% | -$136K | 0.04% | 176 |
|
|
2019
Q4 | $603K | Sell |
16,222
-3,491
| -18% | -$124K | 0.05% | 154 |
|
|
2019
Q3 | $672K | Sell |
19,713
-47,025
| -70% | -$1.71M | 0.06% | 148 |
|
|
2019
Q2 | $2.74M | Sell |
66,738
-2,850
| -4% | -$113K | 0.27% | 65 |
|
|
2019
Q1 | $2.8M | Sell |
69,588
-9,517
| -12% | -$381K | 0.29% | 62 |
|
|
2018
Q4 | $3.28M | Buy |
79,105
+3,421
| +5% | +$142K | 0.39% | 46 |
|
|
2018
Q3 | $3.16M | Sell |
75,684
-7,095
| -9% | -$273K | 0.32% | 58 |
|
|
2018
Q2 | $2.85M | Buy |
82,779
+9,254
| +13% | +$316K | 0.32% | 51 |
|
|
2018
Q1 | $2.48M | Buy |
73,525
+8,400
| +13% | +$289K | 0.33% | 49 |
|
|
2017
Q4 | $2.24M | Sell |
65,125
-141
| -0.2% | -$4.81K | 0.34% | 42 |
|
|
2017
Q3 | $2.21M | Sell |
65,266
-10,592
| -14% | -$340K | 0.34% | 40 |
|
|
2017
Q2 | $2.42M | Buy |
75,858
+7,056
| +10% | +$223K | 0.39% | 43 |
|
|
2017
Q1 | $2.23M | Sell |
68,802
-2,194
| -3% | -$69.2K | 0.44% | 31 |
|
|
2016
Q4 | $2.19M | Buy |
70,996
+8,050
| +13% | +$246K | 0.45% | 30 |
|
|
2016
Q3 | $2.02M | Sell |
62,946
-17,944
| -22% | -$600K | 0.46% | 32 |
|
|
2016
Q2 | $2.7M | Buy |
80,890
+4,174
| +5% | +$133K | 0.59% | 29 |
|
|
2016
Q1 | $2.16M | Buy |
76,716
+18,285
| +31% | +$522K | 0.48% | 32 |
|
|
2015
Q4 | $1.79M | Sell |
58,431
-2,044
| -3% | -$64.3K | 0.44% | 33 |
|
|
2015
Q3 | $1.8M | Buy |
60,475
+13,064
| +28% | +$419K | 0.5% | 30 |
|
|
2015
Q2 | $1.51M | Buy |
47,411
+1,881
| +4% | +$61.3K | 0.46% | 29 |
|
|
2015
Q1 | $1.5M | Buy |
45,530
+506
| +1% | +$16.1K | 0.64% | 21 |
|
|
2014
Q4 | $1.33M | Sell |
45,024
-1,666
| -4% | -$47.8K | 0.64% | 22 |
|
|
2014
Q3 | $1.31M | Hold |
46,690
| – | – | 0.68% | 21 |
|
|
2014
Q2 | $1.31M | Buy |
46,690
+1,713
| +4% | +$48.8K | 0.71% | 21 |
|
|
2014
Q1 | $1.37M | Sell |
44,977
-111
| -0.2% | -$3.31K | 0.81% | 21 |
|
|
2013
Q4 | $1.31M | Sell |
45,088
-1,286
| -3% | -$37.4K | 0.79% | 21 |
|
|
2013
Q3 | $1.26M | Buy |
46,374
+1,694
| +4% | +$46.1K | 0.83% | 22 |
|
|
2013
Q2 | $1.19M | Buy |
+44,680
| New | +$1.23M | 0.84% | 25 |
|
Other funds holding PFE
Moneta Group Investment Advisors's PFE Position: Q2 2026 in Review
Moneta Group Investment Advisors reduced its Pfizer (PFE) stake by 6.1% in Q2 2026, selling an estimated $264K and leaving 154,501 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #220.
Moneta Group Investment Advisors first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Moneta Group Investment Advisors held 154,501 shares of Pfizer worth $3.72M as of Q2 2026.
- Moneta Group Investment Advisors sold 10,111 Pfizer shares in Q2 2026, an estimated $264K.
- Pfizer made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #220 holding.
- Moneta Group Investment Advisors first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
- Moneta Group Investment Advisors's Pfizer position peaked at $10.1M in Q4 2022.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.