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 Q2	$103K	Buy	+4,277	New	+$112K	0.01%	150
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Trifecta Capital Advisors's PFE Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Pfizer (PFE) in Q2 2026: 4,277 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in PFE as recently as Q4 2025.

Trifecta Capital Advisors first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $400K in Q4 2022. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Trifecta Capital Advisors held 4,277 shares of Pfizer worth $103K as of Q2 2026.
Pfizer was a new Trifecta Capital Advisors position in Q2 2026.
Pfizer made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #150 holding.
Trifecta Capital Advisors first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Pfizer position peaked at $400K in Q4 2022.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.