PAG
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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
2023
Q1 		– Sell
-12,401
Closed -$635K – 432
2022
Q4 		$635K Buy
12,401
+28
+0.2% +$1.34K 0.54% 45
2022
Q3 		$541K Buy
12,373
+31
+0.3% +$1.51K 0.49% 48
2022
Q2 		$647K Buy
+12,342
New +$629K 0.56% 44
2022
Q1 		– Sell
-12,285
Closed -$725K – 445
2021
Q4 		$725K Buy
+12,285
New +$609K 0.59% 45

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

Paladin Advisory Group's PFE Position: Q1 2026 in Review

Paladin Advisory Group held its Pfizer (PFE) position steady in Q1 2026 at 1,408 shares worth $39.5K. The position accounts for 0.03% of the portfolio, ranked #155.

Paladin Advisory Group first reported a position in PFE in Q1 2022 and has held it in 14 quarters since. The position peaked at $635K in Q1 2022. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Paladin Advisory Group held 1,408 shares of Pfizer worth $39.5K as of Q1 2026.
  • Paladin Advisory Group left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.03% of Paladin Advisory Group's portfolio in Q1 2026, its #155 holding.
  • Paladin Advisory Group first reported a position in Pfizer in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Pfizer position peaked at $635K in Q1 2022.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.