Pasadena Private Wealth’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
$24.4K Buy
+1,013
New +$26.5K ﹤0.01% 281
2022
Q1
– Sell
-3,780
Closed -$223K – 116
2021
Q4
$223K Buy
+3,780
New +$187K 0.07% 95
2021
Q1
– Sell
-6,957
Closed -$256K – 96
2020
Q4
$256K Sell
6,957
-220
-3% -$8.07K 0.1% 61
2020
Q3
$250K Buy
+7,177
New +$252K 0.1% 57

Other funds holding PFE

Pasadena Private Wealth's PFE Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Pfizer (PFE) in Q2 2026: 1,013 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Pasadena Private Wealth previously reported a position in PFE as recently as Q4 2021.

Pasadena Private Wealth first reported a position in PFE in Q3 2020 and has held it in 4 quarters since. The position peaked at $256K in Q4 2020. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Pasadena Private Wealth held 1,013 shares of Pfizer worth $24.4K as of Q2 2026.
  • Pfizer was a new Pasadena Private Wealth position in Q2 2026.
  • Pfizer made up ﹤0.01% of Pasadena Private Wealth's portfolio in Q2 2026, its #281 holding.
  • Pasadena Private Wealth first reported a position in Pfizer in Q3 2020 and has held it in 4 quarters since.
  • Pasadena Private Wealth's Pfizer position peaked at $256K in Q4 2020.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.