Ridgecrest Wealth Partners
PFE icon

Ridgecrest Wealth Partners’s Pfizer PFE Stock Holding History

Ridgecrest Wealth Partners’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
Q3 		$706K Buy
24,738
+201
+0.8% +$5.35K 0.33% 49
2026
Q2 		$591K Sell
24,537
-201
-0.8% -$5.26K 0.29% 52
2026
Q1 		$695K Sell
24,738
-509
-2% -$13.6K 0.38% 49
2025
Q4 		$629K Sell
25,247
-3,255
-11% -$82.1K 0.34% 48
2025
Q3 		$726K Buy
28,502
+480
+2% +$11.8K 0.33% 53
2025
Q2 		$679K Sell
28,022
-1,293
-4% -$30.2K 0.36% 53
2025
Q1 		$743K Buy
29,315
+1,074
+4% +$28.1K 0.39% 50
2024
Q4 		$749K Sell
28,241
-6,817
-19% -$185K 0.41% 44
2024
Q3 		$1.01M Sell
35,058
-3,519
-9% -$103K 0.53% 40
2024
Q2 		$1.08M Sell
38,577
-6,934
-15% -$191K 0.65% 34
2024
Q1 		$1.26M Sell
45,511
-4,015
-8% -$111K 0.75% 31
2023
Q4 		$1.43M Sell
49,526
-2,779
-5% -$84K 0.94% 25
2023
Q3 		$1.73M Sell
52,305
-300
-0.6% -$10.6K 1.22% 20
2023
Q2 		$1.93M Buy
52,605
+175
+0.3% +$6.81K 1.28% 18
2023
Q1 		$2.14M Sell
52,430
-100
-0.2% -$4.32K 1.52% 18
2022
Q4 		$2.69M Sell
52,530
-150
-0.3% -$7.19K 2.04% 15
2022
Q3 		$2.3M Sell
52,680
-17,519
-25% -$851K 1.88% 15
2022
Q2 		$3.68M Buy
70,199
+15
+0% +$764 2.68% 11
2022
Q1 		$3.63M Hold
70,184
– – 2.31% 12
2021
Q4 		$4.14M Buy
70,184
+4,115
+6% +$204K 2.02% 14
2021
Q3 		$2.84M Buy
66,069
+2,430
+4% +$108K 1.55% 18
2021
Q2 		$2.49M Buy
63,639
+1,815
+3% +$70.6K 1.56% 18
2021
Q1 		$2.24M Buy
+61,824
New +$2.2M 2.14% 13

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ridgecrest Wealth Partners's PFE Position: Q3 2026 in Review

Ridgecrest Wealth Partners increased its Pfizer (PFE) stake by 0.82% in Q3 2026, buying an estimated $5.35K and bringing the position to 24,738 shares worth $706K. The position accounts for 0.33% of the portfolio, ranked #49.

Ridgecrest Wealth Partners first reported a position in PFE in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.14M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Ridgecrest Wealth Partners held 24,738 shares of Pfizer worth $706K as of Q3 2026.
  • Ridgecrest Wealth Partners bought 201 Pfizer shares in Q3 2026, an estimated $5.35K.
  • Pfizer made up 0.33% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #49 holding.
  • Ridgecrest Wealth Partners first reported a position in Pfizer in Q1 2021 and has held it in 23 quarters since.
  • Ridgecrest Wealth Partners's Pfizer position peaked at $4.14M in Q4 2021.
  • 2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.