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TCI Wealth Advisors’s Pfizer PFE Stock Holding History

TCI Wealth 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 		$367K Buy
15,257
+98
+0.6% +$2.56K 0.02% 184
2026
Q1 		$426K Sell
15,159
-717
-5% -$19.1K 0.02% 159
2025
Q4 		$395K Sell
15,876
-34
-0.2% -$857 0.02% 167
2025
Q3 		$405K Sell
15,910
-1,740
-10% -$42.9K 0.02% 169
2025
Q2 		$428K Sell
17,650
-1,042
-6% -$24.3K 0.03% 156
2025
Q1 		$474K Sell
18,692
-1,014
-5% -$26.5K 0.04% 131
2024
Q4 		$523K Buy
19,706
+4,506
+30% +$122K 0.04% 120
2024
Q3 		$440K Buy
15,200
+570
+4% +$16.6K 0.04% 146
2024
Q2 		$409K Buy
14,630
+805
+6% +$22.2K 0.04% 139
2024
Q1 		$384K Sell
13,825
-1,402
-9% -$38.9K 0.04% 143
2023
Q4 		$438K Buy
15,227
+682
+5% +$20.6K 0.05% 128
2023
Q3 		$482K Sell
14,545
-2,331
-14% -$82.4K 0.06% 110
2023
Q2 		$619K Buy
16,876
+28
+0.2% +$1.09K 0.08% 98
2023
Q1 		$687K Sell
16,848
-4,082
-20% -$176K 0.09% 87
2022
Q4 		$1.07M Buy
20,930
+395
+2% +$18.9K 0.15% 60
2022
Q3 		$899K Sell
20,535
-66
-0.3% -$3.21K 0.15% 63
2022
Q2 		$1.08M Buy
20,601
+1,539
+8% +$78.4K 0.17% 59
2022
Q1 		$987K Buy
19,062
+1,513
+9% +$78.5K 0.15% 66
2021
Q4 		$1.04M Sell
17,549
-1,665
-9% -$82.5K 0.15% 64
2021
Q3 		$826K Buy
19,214
+1,388
+8% +$61.5K 0.13% 78
2021
Q2 		$698K Sell
17,826
-1,983
-10% -$77.1K 0.12% 87
2021
Q1 		$718K Sell
19,809
-409
-2% -$14.5K 0.3% 72
2020
Q4 		$744K Sell
20,218
-49,126
-71% -$1.8M 0.33% 69
2020
Q3 		$2.42M Sell
69,344
-1,269
-2% -$44.5K 0.95% 19
2020
Q2 		$2.19M Buy
70,613
+358
+0.5% +$12.2K 0.94% 24
2020
Q1 		$2.18M Sell
70,255
-1,747
-2% -$59.5K 1.07% 20
2019
Q4 		$2.68M Buy
72,002
+75
+0.1% +$2.67K 1.04% 16
2019
Q3 		$2.45M Sell
71,927
-576
-0.8% -$20.9K 1.09% 18
2019
Q2 		$2.98M Sell
72,503
-820
-1% -$32.6K 1.34% 15
2019
Q1 		$2.95M Buy
73,323
+258
+0.4% +$10.3K 1.3% 17
2018
Q4 		$3.03M Buy
73,065
+14
+0% +$581 1.47% 14
2018
Q3 		$3.05M Sell
73,051
-978
-1% -$37.6K 1.28% 17
2018
Q2 		$2.55M Buy
74,029
+263
+0.4% +$8.99K 1.13% 19
2018
Q1 		$2.48M Sell
73,766
-1,367
-2% -$47K 1.15% 19
2017
Q4 		$2.58M Buy
75,133
+1,449
+2% +$49.4K 1.13% 18
2017
Q3 		$2.5M Buy
73,684
+110
+0.1% +$3.54K 1.22% 18
2017
Q2 		$2.35M Buy
73,574
+50
+0.1% +$1.58K 1.2% 19
2017
Q1 		$2.39M Buy
73,524
+1,048
+1% +$33K 1.24% 20
2016
Q4 		$2.23M Buy
72,476
+370
+0.5% +$11.3K 1.17% 20
2016
Q3 		$2.32M Sell
72,106
-204
-0.3% -$6.82K 1.26% 19
2016
Q2 		$2.42M Sell
72,310
-1,678
-2% -$53.6K 1.34% 20
2016
Q1 		$2.08M Sell
73,988
-2,354
-3% -$67.2K 1.15% 21
2015
Q4 		$2.34M Sell
76,342
-264
-0.3% -$8.3K 1.3% 18
2015
Q3 		$2.28M Buy
76,606
+2,413
+3% +$77.4K 1.38% 16
2015
Q2 		$2.36M Buy
74,193
+896
+1% +$29.2K 1.35% 17
2015
Q1 		$2.42M Buy
73,297
+3,529
+5% +$112K 1.52% 15
2014
Q4 		$2.06M Buy
69,768
+1,242
+2% +$35.6K 1.28% 17
2014
Q3 		$1.92M Buy
68,526
+1,570
+2% +$44.1K 1.21% 21
2014
Q2 		$1.89M Sell
66,956
-206
-0.3% -$5.87K 1.13% 22
2014
Q1 		$2.05M Sell
67,162
-3,764
-5% -$112K 1.33% 16
2013
Q4 		$2.06M Buy
70,926
+3,904
+6% +$114K 1.29% 16
2013
Q3 		$1.83M Sell
67,022
-9,830
-13% -$267K 1.39% 14
2013
Q2 		$2.04M Buy
+76,852
New +$2.12M 1.55% 12

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCI Wealth Advisors's PFE Position: Q2 2026 in Review

TCI Wealth Advisors increased its Pfizer (PFE) stake by 0.65% in Q2 2026, buying an estimated $2.56K and bringing the position to 15,257 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #184.

TCI Wealth Advisors first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.05M in Q3 2018. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • TCI Wealth Advisors held 15,257 shares of Pfizer worth $367K as of Q2 2026.
  • TCI Wealth Advisors bought 98 Pfizer shares in Q2 2026, an estimated $2.56K.
  • Pfizer made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • TCI Wealth Advisors first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Pfizer position peaked at $3.05M in Q3 2018.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.