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Roxbury Financial’s Pfizer PFE Stock Holding History

Roxbury Financial’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 		$79.6K Buy
2,790
+9
+0.3% +$239 0.06% 161
2026
Q2 		$67K Sell
2,781
-1,840
-40% -$48.1K 0.05% 178
2026
Q1 		$130K Sell
4,621
-2,349
-34% -$62.5K 0.12% 121
2025
Q4 		$174K Sell
6,970
-961
-12% -$24.2K 0.16% 101
2025
Q3 		$202K Sell
7,931
-15
-0.2% -$370 0.19% 88
2025
Q2 		$193K Sell
7,946
-3,481
-30% -$81.2K 0.19% 88
2025
Q1 		$302K Sell
11,427
-3,793
-25% -$99.3K 0.3% 65
2024
Q4 		$399K Buy
+15,220
New +$413K 0.38% 57

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Roxbury Financial's PFE Position: Q3 2026 in Review

Roxbury Financial increased its Pfizer (PFE) stake by 0.32% in Q3 2026, buying an estimated $239 and bringing the position to 2,790 shares worth $79.6K. The position accounts for 0.06% of the portfolio, ranked #161.

Roxbury Financial first reported a position in PFE in Q4 2024 and has held it in 8 quarters since. The position peaked at $399K in Q4 2024. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Roxbury Financial held 2,790 shares of Pfizer worth $79.6K as of Q3 2026.
  • Roxbury Financial bought 9 Pfizer shares in Q3 2026, an estimated $239.
  • Pfizer made up 0.06% of Roxbury Financial's portfolio in Q3 2026, its #161 holding.
  • Roxbury Financial first reported a position in Pfizer in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Pfizer position peaked at $399K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.