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Toth Financial Advisory’s Pfizer PFE Stock Holding History

Toth Financial Advisory’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
2021
Q3 		– Sell
-100
Closed -$4K – 779
2021
Q2 		$4K Buy
+100
New +$3.89K ﹤0.01% 526
2020
Q2 		– Sell
-211
Closed -$7K – 583
2020
Q1 		$7K Buy
+211
New +$7.19K ﹤0.01% 305

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

Toth Financial Advisory's PFE Position: Q3 2026 in Review

Toth Financial Advisory increased its Pfizer (PFE) stake by 1.2% in Q3 2026, buying an estimated $1.3K and bringing the position to 4,249 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #278.

Toth Financial Advisory first reported a position in PFE in Q4 2017 and has held it in 36 quarters since. The position peaked at $259K in Q4 2021. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Toth Financial Advisory held 4,249 shares of Pfizer worth $121K as of Q3 2026.
  • Toth Financial Advisory bought 49 Pfizer shares in Q3 2026, an estimated $1.3K.
  • Pfizer made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #278 holding.
  • Toth Financial Advisory first reported a position in Pfizer in Q4 2017 and has held it in 36 quarters since.
  • Toth Financial Advisory's Pfizer position peaked at $259K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.