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Valley Financial Group’s Pfizer PFE Stock Holding History

Valley Financial Group’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
-8,679
Closed -$244K – 66
2026
Q1 		$244K Sell
8,679
-107
-1% -$2.85K 0.13% 54
2025
Q4 		$219K Sell
8,786
-128
-1% -$3.23K 0.12% 56
2025
Q3 		$227K Buy
8,914
+49
+0.6% +$1.21K 0.13% 58
2025
Q2 		$215K Sell
8,865
-12
-0.1% -$280 0.13% 58
2025
Q1 		$225K Sell
8,877
-309
-3% -$8.09K 0.15% 52
2024
Q4 		$244K Sell
9,186
-33
-0.4% -$895 0.17% 51
2024
Q3 		$267K Buy
9,219
+11
+0.1% +$321 0.19% 49
2024
Q2 		$258K Buy
9,208
+69
+0.8% +$1.9K 0.19% 48
2024
Q1 		$254K Sell
9,139
-174
-2% -$4.83K 0.19% 47
2023
Q4 		$268K Buy
+9,313
New +$282K 0.21% 51

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valley Financial Group's PFE Position: Q2 2026 in Review

Valley Financial Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,679 shares — an estimated $244K sold.

Valley Financial Group first reported a position in PFE in Q4 2023 and held it in 10 quarters. The position peaked at $268K in Q4 2023. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Valley Financial Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Valley Financial Group sold 8,679 Pfizer shares in Q2 2026, an estimated $244K.
  • Valley Financial Group first reported a position in Pfizer in Q4 2023 and held it in 10 quarters.
  • Valley Financial Group's Pfizer position peaked at $268K in Q4 2023.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.