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Richwood Investment Advisors’s Pfizer PFE Stock Holding History

Richwood Investment Advisors’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 		$421K Buy
17,470
+1,966
+13% +$51.4K 0.3% 72
2026
Q1 		$435K Sell
15,504
-450
-3% -$12K 0.34% 64
2025
Q4 		$434K Sell
15,954
-530
-3% -$13.4K 0.31% 67
2025
Q3 		$420K Sell
16,484
-1,001
-6% -$24.7K 0.33% 68
2025
Q2 		$424K Buy
17,485
+142
+0.8% +$3.31K 0.35% 66
2025
Q1 		$439K Sell
17,343
-340
-2% -$8.9K 0.37% 65
2024
Q4 		$469K Sell
17,683
-428
-2% -$11.6K 0.39% 64
2024
Q3 		$524K Sell
18,111
-50
-0.3% -$1.46K 0.43% 60
2024
Q2 		$508K Buy
18,161
+81
+0.4% +$2.23K 0.45% 57
2024
Q1 		$502K Sell
18,080
-2,031
-10% -$56.4K 0.45% 62
2023
Q4 		$579K Sell
20,111
-218
-1% -$6.59K 0.54% 49
2023
Q3 		$674K Sell
20,329
-1,467
-7% -$51.9K 0.69% 38
2023
Q2 		$799K Sell
21,796
-864
-4% -$33.6K 0.78% 31
2023
Q1 		$925K Sell
22,660
-1,001
-4% -$43.2K 0.92% 23
2022
Q4 		$1.21M Sell
23,661
-381
-2% -$18.3K 1.22% 21
2022
Q3 		$1.05M Sell
24,042
-455
-2% -$22.1K 1.15% 21
2022
Q2 		$1.28M Sell
24,497
-580
-2% -$29.6K 1.3% 14
2022
Q1 		$1.3M Buy
25,077
+1,617
+7% +$83.9K 1.16% 15
2021
Q4 		$1.39M Buy
+23,460
New +$1.16M 1.21% 13

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Richwood Investment Advisors's PFE Position: Q2 2026 in Review

Richwood Investment Advisors increased its Pfizer (PFE) stake by 13% in Q2 2026, buying an estimated $51.4K and bringing the position to 17,470 shares worth $421K. The position accounts for 0.3% of the portfolio, ranked #72.

Richwood Investment Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2021. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Richwood Investment Advisors held 17,470 shares of Pfizer worth $421K as of Q2 2026.
  • Richwood Investment Advisors bought 1,966 Pfizer shares in Q2 2026, an estimated $51.4K.
  • Pfizer made up 0.3% of Richwood Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Richwood Investment Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Pfizer position peaked at $1.39M in Q4 2021.
  • 1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.