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Redwood Wealth Management Group’s Pfizer PFE Stock Holding History

Redwood Wealth Management 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
Q2 		– Sell
-17,262
Closed -$485K – 89
2026
Q1 		$485K Sell
17,262
-1,174
-6% -$31.3K 0.21% 93
2025
Q4 		$459K Sell
18,436
-3,496
-16% -$88.2K 0.19% 99
2025
Q3 		$559K Sell
21,932
-1,476
-6% -$36.4K 0.24% 88
2025
Q2 		$567K Sell
23,408
-1,465
-6% -$34.2K 0.25% 88
2025
Q1 		$630K Sell
24,873
-279
-1% -$7.3K 0.32% 70
2024
Q4 		$667K Buy
25,152
+79
+0.3% +$2.14K 0.33% 67
2024
Q3 		$726K Buy
25,073
+208
+0.8% +$6.07K 0.36% 62
2024
Q2 		$696K Buy
24,865
+1,405
+6% +$38.7K 0.52% 39
2024
Q1 		$651K Buy
23,460
+2,217
+10% +$61.5K 0.69% 38
2023
Q4 		$612K Buy
21,243
+970
+5% +$29.3K 0.68% 40
2023
Q3 		$672K Buy
20,273
+11
+0.1% +$389 0.79% 33
2023
Q2 		$743K Buy
20,262
+1,313
+7% +$51.1K 0.82% 29
2023
Q1 		$773K Buy
18,949
+1,236
+7% +$53.4K 0.88% 29
2022
Q4 		$908K Buy
+17,713
New +$849K 1.13% 20

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Redwood Wealth Management Group's PFE Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 17,262 shares — an estimated $485K sold.

Redwood Wealth Management Group first reported a position in PFE in Q4 2022 and held it in 14 quarters. The position peaked at $908K in Q4 2022. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 17,262 Pfizer shares in Q2 2026, an estimated $485K.
  • Redwood Wealth Management Group first reported a position in Pfizer in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Pfizer position peaked at $908K in Q4 2022.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.