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PFE icon

TrueWealth Advisors’s Pfizer PFE Stock Holding History

TrueWealth 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
Q3 		$353K Buy
12,390
+466
+4% +$12.4K 0.08% 184
2026
Q2 		$287K Sell
11,924
-1,927
-14% -$50.4K 0.06% 203
2026
Q1 		$389K Sell
13,851
-3,242
-19% -$86.3K 0.1% 166
2025
Q4 		$426K Buy
17,093
+6,263
+58% +$158K 0.11% 153
2025
Q3 		$276K Buy
10,830
+2,459
+29% +$60.7K 0.07% 191
2025
Q2 		$203K Sell
8,371
-3,348
-29% -$78.1K 0.06% 214
2025
Q1 		$297K Sell
11,719
-1,986
-14% -$52K 0.1% 162
2024
Q4 		$364K Sell
13,705
-4,994
-27% -$135K 0.12% 152
2024
Q3 		$541K Buy
18,699
+490
+3% +$14.3K 0.18% 100
2024
Q2 		$509K Sell
18,209
-2,467
-12% -$67.9K 0.19% 95
2024
Q1 		$574K Buy
20,676
+10,036
+94% +$278K 0.22% 82
2023
Q4 		$306K Sell
10,640
-3,009
-22% -$91K 0.12% 141
2023
Q3 		$453K Sell
13,649
-4
-0% -$141 0.19% 90
2023
Q2 		$501K Sell
13,653
-166
-1% -$6.46K 0.21% 82
2023
Q1 		$564K Sell
13,819
-251
-2% -$10.8K 0.24% 76
2022
Q4 		$721K Buy
14,070
+217
+2% +$10.4K 0.32% 63
2022
Q3 		$606K Buy
13,853
+85
+0.6% +$4.13K 0.29% 70
2022
Q2 		$722K Buy
13,768
+1,546
+13% +$78.8K 0.34% 68
2022
Q1 		$722K Hold
12,222
– – 0.32% 68
2021
Q4 		$722K Buy
12,222
+4,815
+65% +$239K 0.32% 68
2021
Q3 		$319K Hold
7,407
– – 0.18% 100
2021
Q2 		$290K Sell
7,407
-492
-6% -$19.1K 0.17% 101
2021
Q1 		$308K Buy
+7,899
New +$280K 0.2% 92

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

TrueWealth Advisors's PFE Position: Q3 2026 in Review

TrueWealth Advisors increased its Pfizer (PFE) stake by 3.9% in Q3 2026, buying an estimated $12.4K and bringing the position to 12,390 shares worth $353K. The position accounts for 0.08% of the portfolio, ranked #184.

TrueWealth Advisors first reported a position in PFE in Q1 2021 and has held it in 23 quarters since. The position peaked at $722K in Q2 2022. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • TrueWealth Advisors held 12,390 shares of Pfizer worth $353K as of Q3 2026.
  • TrueWealth Advisors bought 466 Pfizer shares in Q3 2026, an estimated $12.4K.
  • Pfizer made up 0.08% of TrueWealth Advisors's portfolio in Q3 2026, its #184 holding.
  • TrueWealth Advisors first reported a position in Pfizer in Q1 2021 and has held it in 23 quarters since.
  • TrueWealth Advisors's Pfizer position peaked at $722K in Q2 2022.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.