Opal Wealth Advisors
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Opal Wealth Advisors’s Pfizer PFE Stock Holding History

Opal 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
Q3 		$283K Sell
9,922
-259
-3% -$6.89K 0.06% 163
2026
Q2 		$245K Buy
10,181
+224
+2% +$5.86K 0.05% 191
2026
Q1 		$280K Buy
9,957
+986
+11% +$26.3K 0.06% 157
2025
Q4 		$223K Hold
8,971
– – 0.06% 187
2025
Q3 		$229K Sell
8,971
-673
-7% -$16.6K 0.06% 174
2025
Q2 		$234K Sell
9,644
-144
-1% -$3.36K 0.06% 176
2025
Q1 		$248K Sell
9,788
-273
-3% -$7.14K 0.08% 148
2024
Q4 		$267K Buy
10,061
+1,072
+12% +$29.1K 0.08% 142
2024
Q3 		$260K Buy
8,989
+29
+0.3% +$846 0.08% 147
2024
Q2 		$251K Sell
8,960
-260
-3% -$7.16K 0.08% 140
2024
Q1 		$256K Sell
9,220
-2,439
-21% -$67.7K 0.09% 142
2023
Q4 		$336K Sell
11,659
-3,214
-22% -$97.2K 0.13% 116
2023
Q3 		$493K Sell
14,873
-570
-4% -$20.2K 0.29% 57
2023
Q2 		$566K Buy
15,443
+5,553
+56% +$216K 0.28% 45
2023
Q1 		$404K Buy
9,890
+278
+3% +$12K 0.24% 51
2022
Q4 		$493K Sell
9,612
-154
-2% -$7.38K 0.27% 54
2022
Q3 		$427K Buy
9,766
+55
+0.6% +$2.67K 0.31% 48
2022
Q2 		$509K Buy
9,711
+1,220
+14% +$62.2K 0.34% 40
2022
Q1 		$440K Buy
8,491
+145
+2% +$7.52K 0.38% 37
2021
Q4 		$493K Buy
8,346
+1,463
+21% +$72.5K 0.31% 55
2021
Q3 		$296K Sell
6,883
-1,408
-17% -$62.4K 0.28% 50
2021
Q2 		$325K Buy
8,291
+460
+6% +$17.9K 0.3% 46
2021
Q1 		$284K Buy
7,831
+2,200
+39% +$78.1K 0.31% 48
2020
Q4 		$207K Buy
+5,631
New +$207K 0.26% 68

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

Opal Wealth Advisors's PFE Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Pfizer (PFE) stake by 2.5% in Q3 2026, selling an estimated $6.89K and leaving 9,922 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #163.

Opal Wealth Advisors first reported a position in PFE in Q4 2020 and has held it in 24 quarters since. The position peaked at $566K in Q2 2023. 718 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Opal Wealth Advisors held 9,922 shares of Pfizer worth $283K as of Q3 2026.
  • Opal Wealth Advisors sold 259 Pfizer shares in Q3 2026, an estimated $6.89K.
  • Pfizer made up 0.06% of Opal Wealth Advisors's portfolio in Q3 2026, its #163 holding.
  • Opal Wealth Advisors first reported a position in Pfizer in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's Pfizer position peaked at $566K in Q2 2023.
  • 718 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.