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Rialto Wealth Management’s Pfizer PFE Stock Holding History

Rialto Wealth Management’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 		$35.5K Buy
1,266
+97
+8% +$2.58K 0.01% 318
2025
Q4 		$29.1K Buy
1,169
+48
+4% +$1.21K 0.01% 324
2025
Q3 		$28.6K Buy
1,121
+9
+0.8% +$222 0.01% 312
2025
Q2 		$27K Buy
1,112
+82
+8% +$1.91K 0.01% 318
2025
Q1 		$26.1K Buy
1,030
+37
+4% +$968 0.01% 316
2024
Q4 		$26.3K Buy
+993
New +$26.9K 0.01% 311

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

Rialto Wealth Management's PFE Position: Q1 2026 in Review

Rialto Wealth Management increased its Pfizer (PFE) stake by 8.3% in Q1 2026, buying an estimated $2.58K and bringing the position to 1,266 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #318.

Rialto Wealth Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Rialto Wealth Management held 1,266 shares of Pfizer worth $35.5K as of Q1 2026.
  • Rialto Wealth Management bought 97 Pfizer shares in Q1 2026, an estimated $2.58K.
  • Pfizer made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #318 holding.
  • Rialto Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.