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Valeo Financial Advisors’s Pfizer PFE Stock Holding History

Valeo 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
2022
Q1 		– Sell
-100
Closed -$6K – 675
2021
Q4 		$6K Buy
+100
New +$4.96K ﹤0.01% 593

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

Valeo Financial Advisors's PFE Position: Q3 2026 in Review

Valeo Financial Advisors increased its Pfizer (PFE) stake by 1.9% in Q3 2026, buying an estimated $87.3K and bringing the position to 172,660 shares worth $4.92M. The position accounts for 0.1% of the portfolio, ranked #91.

Valeo Financial Advisors first reported a position in PFE in Q3 2017 and has held it in 37 quarters since. The position peaked at $11.5M in Q4 2021. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Valeo Financial Advisors held 172,660 shares of Pfizer worth $4.92M as of Q3 2026.
  • Valeo Financial Advisors bought 3,282 Pfizer shares in Q3 2026, an estimated $87.3K.
  • Pfizer made up 0.1% of Valeo Financial Advisors's portfolio in Q3 2026, its #91 holding.
  • Valeo Financial Advisors first reported a position in Pfizer in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Pfizer position peaked at $11.5M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.