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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Opal Wealth Advisors's PFE Position: Q1 2026 in Review

Opal Wealth Advisors increased its Pfizer (PFE) stake by 11% in Q1 2026, buying an estimated $26.3K and bringing the position to 9,957 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #157.

Opal Wealth Advisors first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $566K in Q2 2023. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Opal Wealth Advisors held 9,957 shares of Pfizer worth $280K as of Q1 2026.
  • Opal Wealth Advisors bought 986 Pfizer shares in Q1 2026, an estimated $26.3K.
  • Pfizer made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #157 holding.
  • Opal Wealth Advisors first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Pfizer position peaked at $566K in Q2 2023.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.