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Triad Wealth Partners’s Pfizer PFE Stock Holding History

Triad Wealth Partners’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 		$397K Sell
14,138
-6,328
-31% -$168K 0.03% 328
2025
Q4 		$510K Buy
20,466
+386
+2% +$9.73K 0.05% 263
2025
Q3 		$512K Buy
20,080
+11,316
+129% +$279K 0.07% 203
2025
Q2 		$212K Buy
+8,764
New +$204K 0.04% 273
2024
Q3 		– Sell
-5,438
Closed -$152K – 659
2024
Q2 		$152K Buy
+5,438
New +$150K 0.08% 113

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

Triad Wealth Partners's PFE Position: Q1 2026 in Review

Triad Wealth Partners reduced its Pfizer (PFE) stake by 31% in Q1 2026, selling an estimated $168K and leaving 14,138 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #328.

Triad Wealth Partners first reported a position in PFE in Q2 2024 and has held it in 5 quarters since. The position peaked at $512K in Q3 2025. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Triad Wealth Partners held 14,138 shares of Pfizer worth $397K as of Q1 2026.
  • Triad Wealth Partners sold 6,328 Pfizer shares in Q1 2026, an estimated $168K.
  • Pfizer made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #328 holding.
  • Triad Wealth Partners first reported a position in Pfizer in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Pfizer position peaked at $512K in Q3 2025.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.