Sequoia Financial Advisors’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8M Sell
332,178
-21,947
-6% -$574K 0.04% 260
2026
Q1
$9.94M Buy
354,125
+15,289
+5% +$407K 0.06% 209
2025
Q4
$8.44M Buy
338,836
+3,498
+1% +$88.2K 0.05% 225
2025
Q3
$8.54M Sell
335,338
-695
-0.2% -$17.2K 0.05% 215
2025
Q2
$8.15M Sell
336,033
-20,672
-6% -$482K 0.06% 211
2025
Q1
$9.04M Buy
356,705
+78,626
+28% +$2.06M 0.07% 202
2024
Q4
$7.38M Sell
278,079
-144,064
-34% -$3.91M 0.07% 209
2024
Q3
$12.2M Buy
422,143
+151,293
+56% +$4.41M 0.13% 135
2024
Q2
$7.58M Sell
270,850
-4,293
-2% -$118K 0.09% 153
2024
Q1
$7.64M Sell
275,143
-25,924
-9% -$719K 0.09% 156
2023
Q4
$8.67M Buy
301,067
+60,706
+25% +$1.84M 0.11% 161
2023
Q3
$7.97M Sell
240,361
-22,823
-9% -$807K 0.14% 115
2023
Q2
$9.65M Sell
263,184
-5,099
-2% -$198K 0.17% 104
2023
Q1
$10.9M Buy
268,283
+160,386
+149% +$6.93M 0.24% 80
2022
Q4
$5.53M Buy
107,897
+44,041
+69% +$2.11M 0.14% 131
2022
Q3
$2.79M Sell
63,856
-15,314
-19% -$744K 0.09% 143
2022
Q2
$4.15M Sell
79,170
-1,171
-1% -$59.7K 0.12% 130
2022
Q1
$4.16M Sell
80,341
-40,257
-33% -$2.09M 0.1% 129
2021
Q4
$7.12M Buy
120,598
+100,419
+498% +$4.98M 0.19% 92
2021
Q3
$868K Sell
20,179
-143,329
-88% -$6.35M 0.09% 116
2021
Q2
$6.4M Buy
163,508
+41,741
+34% +$1.62M 0.23% 77
2021
Q1
$4.41M Buy
121,767
+3,319
+3% +$118K 0.18% 85
2020
Q4
$4.36M Buy
118,448
+10,034
+9% +$368K 0.2% 73
2020
Q3
$3.77M Buy
108,414
+11,938
+12% +$419K 0.2% 66
2020
Q2
$2.99M Buy
96,476
+13,850
+17% +$471K 0.18% 69
2020
Q1
$2.56M Buy
82,626
+27,129
+49% +$924K 0.19% 66
2019
Q4
$2.06M Sell
55,497
-19,902
-26% -$709K 0.13% 92
2019
Q3
$2.57M Sell
75,399
-3,285
-4% -$119K 0.19% 72
2019
Q2
$3.23M Sell
78,684
-2,959
-4% -$117K 0.24% 63
2019
Q1
$3.29M Buy
81,643
+51,194
+168% +$2.05M 0.27% 57
2018
Q4
$1.26M Buy
30,449
+1,388
+5% +$57.6K 0.15% 91
2018
Q3
$1.22M Sell
29,061
-2,227
-7% -$85.7K 0.12% 100
2018
Q2
$1.08M Sell
31,288
-110
-0.4% -$3.76K 0.11% 106
2018
Q1
$1.06M Buy
31,398
+1,613
+5% +$55.5K 0.11% 107
2017
Q4
$1.02M Sell
29,785
-5,932
-17% -$202K 0.11% 112
2017
Q3
$1.21M Buy
35,717
+1,331
+4% +$42.8K 0.14% 97
2017
Q2
$1.1M Buy
34,386
+2,881
+9% +$90.9K 0.14% 99
2017
Q1
$1.02M Sell
31,505
-2,133
-6% -$67.3K 0.13% 101
2016
Q4
$1.04M Buy
33,638
+6,211
+23% +$190K 0.15% 96
2016
Q3
$881K Sell
27,427
-1,430
-5% -$47.8K 0.16% 88
2016
Q2
$964K Buy
28,857
+842
+3% +$26.9K 0.27% 74
2016
Q1
$788K Buy
28,015
+4,737
+20% +$135K 0.25% 75
2015
Q4
$713K Buy
23,278
+2,186
+10% +$68.8K 0.29% 73
2015
Q3
$629K Sell
21,092
-1,025
-5% -$32.9K 0.27% 76
2015
Q2
$704K Buy
22,117
+1,665
+8% +$54.3K 0.3% 76
2015
Q1
$675K Sell
20,452
-770
-4% -$24.5K 0.31% 78
2014
Q4
$627K Sell
21,222
-242
-1% -$6.94K 0.43% 62
2014
Q3
$602K Buy
21,464
+657
+3% +$18.4K 0.42% 61
2014
Q2
$586K Sell
20,807
-884
-4% -$25.2K 0.45% 57
2014
Q1
$661K Buy
21,691
+1,581
+8% +$47.1K 0.55% 47
2013
Q4
$584K Buy
+20,110
New +$585K 0.48% 60

Other funds holding PFE

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

Sequoia Financial Advisors reduced its Pfizer (PFE) stake by 6.2% in Q2 2026, selling an estimated $574K and leaving 332,178 shares worth $8M. The position accounts for 0.04% of the portfolio, ranked #260.

Sequoia Financial Advisors first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $12.2M in Q3 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sequoia Financial Advisors held 332,178 shares of Pfizer worth $8M as of Q2 2026.
  • Sequoia Financial Advisors sold 21,947 Pfizer shares in Q2 2026, an estimated $574K.
  • Pfizer made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #260 holding.
  • Sequoia Financial Advisors first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's Pfizer position peaked at $12.2M in Q3 2024.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.