Valeo Financial Advisors’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.08M | Buy |
169,378
+10,375
| +7% | +$271K | 0.09% | 106 |
|
|
2026
Q1 | $4.46M | Sell |
159,003
-19,208
| -11% | -$511K | 0.11% | 92 |
|
|
2025
Q4 | $4.44M | Sell |
178,211
-4,298
| -2% | -$108K | 0.1% | 100 |
|
|
2025
Q3 | $4.65M | Sell |
182,509
-4,801
| -3% | -$118K | 0.11% | 95 |
|
|
2025
Q2 | $4.54M | Sell |
187,310
-470
| -0.3% | -$11K | 0.11% | 97 |
|
|
2025
Q1 | $4.76M | Sell |
187,780
-14,925
| -7% | -$391K | 0.13% | 78 |
|
|
2024
Q4 | $4.75M | Sell |
202,705
-15,085
| -7% | -$409K | 0.13% | 79 |
|
|
2024
Q3 | $5.62M | Buy |
217,790
+581
| +0.3% | +$16.9K | 0.16% | 67 |
|
|
2024
Q2 | $5.42M | Buy |
217,209
+25,179
| +13% | +$693K | 0.17% | 67 |
|
|
2024
Q1 | $5.04M | Buy |
192,030
+12,497
| +7% | +$347K | 0.18% | 61 |
|
|
2023
Q4 | $5.17M | Sell |
179,533
-13,965
| -7% | -$422K | 0.21% | 63 |
|
|
2023
Q3 | $6.42M | Sell |
193,498
-25,422
| -12% | -$899K | 0.29% | 48 |
|
|
2023
Q2 | $8.03M | Buy |
218,920
+7,126
| +3% | +$277K | 0.37% | 38 |
|
|
2023
Q1 | $8.64M | Sell |
211,794
-1,411
| -0.7% | -$60.9K | 0.42% | 29 |
|
|
2022
Q4 | $10.9M | Buy |
213,205
+13,944
| +7% | +$669K | 0.6% | 25 |
|
|
2022
Q3 | $8.72M | Buy |
199,261
+6,766
| +4% | +$329K | 0.56% | 25 |
|
|
2022
Q2 | $10.1M | Sell |
192,495
-16,283
| -8% | -$830K | 0.63% | 25 |
|
|
2022
Q1 | $10.8M | Buy |
208,778
+13,580
| +7% | +$705K | 0.55% | 28 |
|
|
2021
Q4 | $11.5M | Buy |
195,198
+1,676
| +0.9% | +$83K | 0.62% | 27 |
|
|
2021
Q3 | $8.32M | Buy |
193,522
+20,296
| +12% | +$899K | 0.48% | 33 |
|
|
2021
Q2 | $6.78M | Buy |
173,226
+6,613
| +4% | +$257K | 0.41% | 34 |
|
|
2021
Q1 | $6.04M | Buy |
166,613
+9,459
| +6% | +$336K | 0.28% | 45 |
|
|
2020
Q4 | $5.79M | Buy |
157,154
+3,604
| +2% | +$132K | 0.3% | 41 |
|
|
2020
Q3 | $5.35M | Sell |
153,550
-21,222
| -12% | -$744K | 0.47% | 30 |
|
|
2020
Q2 | $5.42M | Buy |
174,772
+39,114
| +29% | +$1.33M | 0.49% | 32 |
|
|
2020
Q1 | $4.55M | Buy |
135,658
+3,752
| +3% | +$128K | 0.48% | 32 |
|
|
2019
Q4 | $4.9M | Buy |
131,906
+4,388
| +3% | +$156K | 0.48% | 35 |
|
|
2019
Q3 | $4.35M | Buy |
127,518
+5,150
| +4% | +$187K | 0.48% | 35 |
|
|
2019
Q2 | $5.03M | Buy |
122,368
+1,747
| +1% | +$69.4K | 0.58% | 31 |
|
|
2019
Q1 | $4.86M | Buy |
120,621
+116
| +0.1% | +$4.65K | 0.59% | 30 |
|
|
2018
Q4 | $4.99M | Buy |
120,505
+625
| +0.5% | +$25.9K | 0.7% | 28 |
|
|
2018
Q3 | $4.9M | Sell |
119,880
-1,901
| -2% | -$73.2K | 0.66% | 29 |
|
|
2018
Q2 | $4.72M | Buy |
121,781
+1,128
| +0.9% | +$38.5K | 0.66% | 32 |
|
|
2018
Q1 | $4.06M | Buy |
120,653
+3,019
| +3% | +$104K | 0.65% | 30 |
|
|
2017
Q4 | $4.04M | Buy |
117,634
+13,107
| +13% | +$447K | 0.66% | 32 |
|
|
2017
Q3 | $3.54M | Buy |
+104,527
| New | +$3.36M | 0.8% | 22 |
|
Other funds holding PFE
Valeo Financial Advisors's PFE Position: Q2 2026 in Review
Valeo Financial Advisors increased its Pfizer (PFE) stake by 6.5% in Q2 2026, buying an estimated $271K and bringing the position to 169,378 shares worth $4.08M. The position accounts for 0.09% of the portfolio, ranked #106.
Valeo Financial Advisors first reported a position in PFE in Q3 2017 and has held it in 36 quarters since. The position peaked at $11.5M in Q4 2021. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Valeo Financial Advisors held 169,378 shares of Pfizer worth $4.08M as of Q2 2026.
- Valeo Financial Advisors bought 10,375 Pfizer shares in Q2 2026, an estimated $271K.
- Pfizer made up 0.09% of Valeo Financial Advisors's portfolio in Q2 2026, its #106 holding.
- Valeo Financial Advisors first reported a position in Pfizer in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Pfizer position peaked at $11.5M in Q4 2021.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.