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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
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 $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

Redwood Wealth Management Group's PFE Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Pfizer (PFE) stake by 6.4% in Q1 2026, selling an estimated $31.3K and leaving 17,262 shares worth $485K. The position accounts for 0.21% of the portfolio, ranked #93.

Redwood Wealth Management Group first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $908K in Q4 2022. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Redwood Wealth Management Group held 17,262 shares of Pfizer worth $485K as of Q1 2026.
  • Redwood Wealth Management Group sold 1,174 Pfizer shares in Q1 2026, an estimated $31.3K.
  • Pfizer made up 0.21% of Redwood Wealth Management Group's portfolio in Q1 2026, its #93 holding.
  • Redwood Wealth Management Group first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Pfizer position peaked at $908K in Q4 2022.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.