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Tred Avon Family Wealth’s Pfizer PFE Stock Holding History

Tred Avon Family Wealth’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 		$1.16M Sell
47,994
-7,975
-14% -$209K 0.35% 75
2026
Q1 		$1.57M Buy
55,969
+5,402
+11% +$144K 0.52% 45
2025
Q4 		$1.26M Sell
50,567
-5,167
-9% -$130K 0.41% 61
2025
Q3 		$1.42M Buy
+55,734
New +$1.38M 0.49% 49

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tred Avon Family Wealth's PFE Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $209K and leaving 47,994 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #75.

Tred Avon Family Wealth first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Tred Avon Family Wealth held 47,994 shares of Pfizer worth $1.16M as of Q2 2026.
  • Tred Avon Family Wealth sold 7,975 Pfizer shares in Q2 2026, an estimated $209K.
  • Pfizer made up 0.35% of Tred Avon Family Wealth's portfolio in Q2 2026, its #75 holding.
  • Tred Avon Family Wealth first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Pfizer position peaked at $1.57M in Q1 2026.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.