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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
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 		$2.31M 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

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

Ridgecrest Wealth Partners's PFE Position: Q1 2026 in Review

Ridgecrest Wealth Partners reduced its Pfizer (PFE) stake by 2% in Q1 2026, selling an estimated $13.6K and leaving 24,738 shares worth $695K. The position accounts for 0.38% of the portfolio, ranked #49.

Ridgecrest Wealth Partners first reported a position in PFE in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.14M in Q4 2021. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Ridgecrest Wealth Partners held 24,738 shares of Pfizer worth $695K as of Q1 2026.
  • Ridgecrest Wealth Partners sold 509 Pfizer shares in Q1 2026, an estimated $13.6K.
  • Pfizer made up 0.38% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #49 holding.
  • Ridgecrest Wealth Partners first reported a position in Pfizer in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's Pfizer position peaked at $4.14M in Q4 2021.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.