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Trifecta Capital Advisors’s Pfizer PFE Stock Holding History

Trifecta Capital 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 		– Sell
-500
Closed -$12.4K – 286
2025
Q4 		$12.4K Sell
500
-147
-23% -$3.71K ﹤0.01% 216
2025
Q3 		$16.5K Sell
647
-3,050
-82% -$75.3K ﹤0.01% 219
2025
Q2 		$89.6K Buy
3,697
+38
+1% +$886 0.01% 148
2025
Q1 		$92.7K Buy
3,659
+956
+35% +$25K 0.02% 107
2024
Q4 		$71.7K Sell
2,703
-1,500
-36% -$40.7K 0.01% 120
2024
Q3 		$122K Hold
4,203
– – 0.03% 100
2024
Q2 		$118K Sell
4,203
-2,504
-37% -$68.9K 0.03% 101
2024
Q1 		$186K Sell
6,707
-1,500
-18% -$41.6K 0.05% 82
2023
Q4 		$236K Sell
8,207
-990
-11% -$29.9K 0.07% 78
2023
Q3 		$305K Buy
9,197
+325
+4% +$11.5K 0.1% 71
2023
Q2 		$325K Buy
8,872
+400
+5% +$15.6K 0.1% 72
2023
Q1 		$346K Buy
8,472
+665
+9% +$28.7K 0.12% 74
2022
Q4 		$400K Buy
+7,807
New +$374K 0.16% 72

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

Trifecta Capital Advisors's PFE Position: Q1 2026 in Review

Trifecta Capital Advisors sold out of Pfizer (PFE) in Q1 2026, closing a stake of 500 shares — an estimated $12.4K sold.

Trifecta Capital Advisors first reported a position in PFE in Q4 2022 and held it in 13 quarters. The position peaked at $400K in Q4 2022. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Trifecta Capital Advisors reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 500 Pfizer shares in Q1 2026, an estimated $12.4K.
  • Trifecta Capital Advisors first reported a position in Pfizer in Q4 2022 and held it in 13 quarters.
  • Trifecta Capital Advisors's Pfizer position peaked at $400K in Q4 2022.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.