Ritter Daniher Financial Advisory’s Pfizer PFE Stock Holding History

Ritter Daniher Financial Advisory’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	$329K	Hold	13,663	–	–	0.05%	131
2026 Q1	$384K	Hold	13,663	–	–	0.07%	115
2025 Q4	$340K	Buy	13,663 +4	+0%	+$101	0.06%	124
2025 Q3	$348K	Hold	13,659	–	–	0.06%	116
2025 Q2	$331K	Sell	13,659 -650	-5%	-$15.2K	0.08%	67
2025 Q1	$363K	Sell	14,309 -1,210	-8%	-$31.7K	0.1%	62
2024 Q4	$412K	Hold	15,519	–	–	0.12%	57
2024 Q3	$449K	Hold	15,519	–	–	0.13%	52
2024 Q2	$434K	Sell	15,519 -1,210	-7%	-$33.3K	0.14%	51
2024 Q1	$464K	Sell	16,729 -740	-4%	-$20.5K	0.15%	49
2023 Q4	$503K	Sell	17,469 -1,800	-9%	-$54.4K	0.19%	47
2023 Q3	$639K	Sell	19,269 -225	-1%	-$7.96K	0.27%	37
2023 Q2	$715K	Hold	19,494	–	–	0.3%	32
2023 Q1	$795K	Buy	19,494 +90	+0.5%	+$3.89K	0.35%	30
2022 Q4	$994K	Buy	19,404 +10	+0.1%	+$479	0.47%	23
2022 Q3	$849K	Hold	19,394	–	–	0.61%	22
2022 Q2	$1.02M	Hold	19,394	–	–	0.72%	18
2022 Q1	$1M	Hold	19,394	–	–	0.69%	19
2021 Q4	$1.15M	Buy	19,394 +1,265	+7%	+$62.7K	0.76%	18
2021 Q3	$780K	Hold	18,129	–	–	0.57%	19
2021 Q2	$710K	Buy	18,129 +4,845	+36%	+$188K	0.53%	21
2021 Q1	$481K	Buy	13,284 +200	+2%	+$7.1K	0.38%	28
2020 Q4	$482K	Buy	+13,084	New	+$480K	0.42%	25

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ritter Daniher Financial Advisory's PFE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Pfizer (PFE) position steady in Q2 2026 at 13,663 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #131.

Ritter Daniher Financial Advisory first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Ritter Daniher Financial Advisory held 13,663 shares of Pfizer worth $329K as of Q2 2026.
Ritter Daniher Financial Advisory left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.05% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #131 holding.
Ritter Daniher Financial Advisory first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Pfizer position peaked at $1.15M in Q4 2021.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.