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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
Q3 		$1.66M Sell
58,168
-282
-0.5% -$7.5K 0.18% 65
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

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

RTD Financial Advisors's PFE Position: Q3 2026 in Review

RTD Financial Advisors reduced its Pfizer (PFE) stake by 0.48% in Q3 2026, selling an estimated $7.5K and leaving 58,168 shares worth $1.66M. The position accounts for 0.18% of the portfolio, ranked #65.

RTD Financial Advisors first reported a position in PFE in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.75M in Q4 2021. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • RTD Financial Advisors held 58,168 shares of Pfizer worth $1.66M as of Q3 2026.
  • RTD Financial Advisors sold 282 Pfizer shares in Q3 2026, an estimated $7.5K.
  • Pfizer made up 0.18% of RTD Financial Advisors's portfolio in Q3 2026, its #65 holding.
  • RTD Financial Advisors first reported a position in Pfizer in Q4 2021 and has held it in 20 quarters since.
  • RTD Financial Advisors's Pfizer position peaked at $3.75M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.