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PFE icon

Trace Wealth Advisors’s Pfizer PFE Stock Holding History

Trace 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
Q1 		$309K Hold
11,000
– – 0.23% 51
2025
Q4 		$274K Buy
11,000
+2,000
+22% +$50.4K 0.2% 57
2025
Q3 		$229K Sell
9,000
-640
-7% -$15.8K 0.17% 62
2025
Q2 		$234K Hold
9,640
– – 0.19% 52
2025
Q1 		$244K Hold
9,640
– – 0.22% 52
2024
Q4 		$256K Buy
+9,640
New +$261K 0.23% 51

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Trace Wealth Advisors's PFE Position: Q1 2026 in Review

Trace Wealth Advisors held its Pfizer (PFE) position steady in Q1 2026 at 11,000 shares worth $309K. The position accounts for 0.23% of the portfolio, ranked #51.

Trace Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Trace Wealth Advisors held 11,000 shares of Pfizer worth $309K as of Q1 2026.
  • Trace Wealth Advisors left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.23% of Trace Wealth Advisors's portfolio in Q1 2026, its #51 holding.
  • Trace Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.