RTD Financial Advisors’s Pfizer PFE Stock Holding History

RTD Financial 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	$1.41M	Buy	58,450 +4,866	+9%	+$127K	0.15%	67
2026 Q1	$1.5M	Buy	53,584 +651	+1%	+$17.3K	0.18%	62
2025 Q4	$1.32M	Buy	52,933 +952	+2%	+$24K	0.16%	60
2025 Q3	$1.32M	Hold	51,981	–	–	0.16%	59
2025 Q2	$1.26M	Sell	51,981 -711	-1%	-$16.6K	0.16%	59
2025 Q1	$1.34M	Buy	52,692 +636	+1%	+$16.6K	0.18%	57
2024 Q4	$1.38M	Sell	52,056 -100	-0.2%	-$2.71K	0.18%	57
2024 Q3	$1.51M	Buy	52,156 +175	+0.3%	+$5.11K	0.19%	56
2024 Q2	$1.45M	Hold	51,981	–	–	0.2%	57
2024 Q1	$1.44M	Hold	51,981	–	–	0.19%	55
2023 Q4	$1.5M	Sell	51,981 -300	-0.6%	-$9.07K	0.21%	53
2023 Q3	$1.73M	Hold	52,281	–	–	0.26%	52
2023 Q2	$1.92M	Sell	52,281 -652	-1%	-$25.4K	0.28%	49
2023 Q1	$2.16M	Buy	52,933 +652	+1%	+$28.2K	0.33%	46
2022 Q4	$2.68M	Sell	52,281 -3,277	-6%	-$157K	0.44%	41
2022 Q3	$2.43M	Sell	55,558 -7,943	-13%	-$386K	0.45%	43
2022 Q2	$3.33M	Sell	63,501 -167	-0.3%	-$8.51K	0.51%	45
2022 Q1	$3.3M	Buy	63,668 +206	+0.3%	+$10.7K	0.45%	42
2021 Q4	$3.75M	Buy	+63,462	New	+$3.14M	0.49%	42

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

RTD Financial Advisors's PFE Position: Q2 2026 in Review

RTD Financial Advisors increased its Pfizer (PFE) stake by 9.1% in Q2 2026, buying an estimated $127K and bringing the position to 58,450 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #67.

RTD Financial Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.75M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

RTD Financial Advisors held 58,450 shares of Pfizer worth $1.41M as of Q2 2026.
RTD Financial Advisors bought 4,866 Pfizer shares in Q2 2026, an estimated $127K.
Pfizer made up 0.15% of RTD Financial Advisors's portfolio in Q2 2026, its #67 holding.
RTD Financial Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's Pfizer position peaked at $3.75M in Q4 2021.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.