Spectrum Wealth Advisory Group
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Spectrum Wealth Advisory Group’s Pfizer PFE Stock Holding History

Spectrum Wealth Advisory Group’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 		– Sell
-322
Closed -$7.74K – 391
2026
Q2 		$7.74K Buy
+322
New +$8.42K ﹤0.01% 256
2022
Q1 		– Sell
-3,496
Closed -$206K – 50
2021
Q4 		$206K Buy
+3,496
New +$173K 0.18% 47

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Spectrum Wealth Advisory Group's PFE Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of Pfizer (PFE) in Q3 2026, closing a stake of 322 shares — an estimated $7.74K sold.

Spectrum Wealth Advisory Group first reported a position in PFE in Q4 2021 and held it in 2 quarters. The position peaked at $206K in Q4 2021. 1,268 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Spectrum Wealth Advisory Group reported no remaining Pfizer position as of Q3 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 322 Pfizer shares in Q3 2026, an estimated $7.74K.
  • Spectrum Wealth Advisory Group first reported a position in Pfizer in Q4 2021 and held it in 2 quarters.
  • Spectrum Wealth Advisory Group's Pfizer position peaked at $206K in Q4 2021.
  • 1,268 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.