True Link Financial Advisors’s Pfizer PFE Stock Holding History

True Link Financial 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	–	Sell	-508	Closed	-$14.3K	–	308
2026 Q1	$14.3K	Buy	+508	New	+$13.5K	﹤0.01%	304
2023 Q4	–	Sell	-12,283	Closed	-$407K	–	96
2023 Q3	$407K	Buy	12,283 +200	+2%	+$7.07K	0.05%	80
2023 Q2	$443K	Hold	12,083	–	–	0.05%	80
2023 Q1	$493K	Sell	12,083 -192	-2%	-$8.29K	0.06%	81
2022 Q4	$629K	Hold	12,275	–	–	0.09%	69
2022 Q3	$537K	Buy	12,275 +3,600	+41%	+$175K	0.08%	80
2022 Q2	$455K	Buy	8,675 +233	+3%	+$11.9K	0.07%	87
2022 Q1	$437K	Hold	8,442	–	–	0.06%	85
2021 Q4	$499K	Buy	8,442 +3,300	+64%	+$164K	0.07%	101
2021 Q3	$221K	Hold	5,142	–	–	0.03%	199
2021 Q2	$201K	Buy	5,142 +242	+5%	+$9.41K	0.03%	202
2021 Q1	$178K	Buy	4,900 +150	+3%	+$5.33K	0.03%	263
2020 Q4	$175K	Buy	+4,750	New	+$174K	0.03%	282

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

True Link Financial Advisors's PFE Position: Q2 2026 in Review

True Link Financial Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 508 shares — an estimated $14.3K sold.

True Link Financial Advisors first reported a position in PFE in Q4 2020 and held it in 13 quarters. The position peaked at $629K in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

True Link Financial Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 508 Pfizer shares in Q2 2026, an estimated $14.3K.
True Link Financial Advisors first reported a position in Pfizer in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's Pfizer position peaked at $629K in Q4 2022.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.