Paladin Advisory Group
PFE icon

Paladin Advisory Group’s Pfizer PFE Stock Holding History

Paladin Advisory Group’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 		$30.2K Sell
1,060
-348
-25% -$9.26K 0.02% 171
2026
Q2 		$33.9K Hold
1,408
– – 0.02% 168
2026
Q1 		$39.5K Hold
1,408
– – 0.03% 155
2025
Q4 		$35.1K Hold
1,408
– – 0.03% 166
2025
Q3 		$35.9K Hold
1,408
– – 0.03% 160
2025
Q2 		$34.1K Sell
1,408
-448
-24% -$10.4K 0.03% 159
2025
Q1 		$47K Sell
1,856
-2,558
-58% -$66.9K 0.04% 151
2024
Q4 		$117K Sell
4,414
-449
-9% -$12.2K 0.09% 109
2024
Q3 		$141K Hold
4,863
– – 0.1% 100
2024
Q2 		$137K Sell
4,863
-865
-15% -$23.8K 0.11% 99
2024
Q1 		$159K Sell
5,728
-768
-12% -$21.3K 0.13% 92
2023
Q4 		$187K Sell
6,496
-4,898
-43% -$148K 0.15% 89
2023
Q3 		$378K Sell
11,394
-924
-8% -$32.7K 0.32% 58
2023
Q2 		$452K Buy
12,318
+39
+0.3% +$1.52K 0.36% 53
2023
Q1 		$501K Buy
+12,279
New +$530K 0.42% 48
2022
Q2 		– Sell
-12,314
Closed -$628K – 448
2022
Q1 		$635K Buy
+12,314
New +$639K 0.52% 48

Other funds holding PFE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Paladin Advisory Group's PFE Position: Q3 2026 in Review

Paladin Advisory Group reduced its Pfizer (PFE) stake by 25% in Q3 2026, selling an estimated $9.26K and leaving 1,060 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #171.

Paladin Advisory Group first reported a position in PFE in Q1 2022 and has held it in 16 quarters since. The position peaked at $635K in Q1 2022. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Paladin Advisory Group held 1,060 shares of Pfizer worth $30.2K as of Q3 2026.
  • Paladin Advisory Group sold 348 Pfizer shares in Q3 2026, an estimated $9.26K.
  • Pfizer made up 0.02% of Paladin Advisory Group's portfolio in Q3 2026, its #171 holding.
  • Paladin Advisory Group first reported a position in Pfizer in Q1 2022 and has held it in 16 quarters since.
  • Paladin Advisory Group's Pfizer position peaked at $635K in Q1 2022.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.