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Venture Visionary Partners’s Pfizer PFE Stock Holding History

Venture Visionary Partners’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
2024
Q3 		– Sell
-10,000
Closed -$280K – 574
2024
Q2 		$280K Hold
10,000
– – 0.01% 466
2024
Q1 		$278K Sell
10,000
-5,000
-33% -$139K 0.01% 463
2023
Q4 		$432K Buy
+15,000
New +$453K 0.02% 383

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

Venture Visionary Partners's PFE Position: Q3 2026 in Review

Venture Visionary Partners reduced its Pfizer (PFE) stake by 0.77% in Q3 2026, selling an estimated $33.1K and leaving 160,246 shares worth $4.57M. The position accounts for 0.12% of the portfolio, ranked #168.

Venture Visionary Partners first reported a position in PFE in Q4 2019 and has held it in 28 quarters since. The position peaked at $14M in Q4 2022. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Venture Visionary Partners held 160,246 shares of Pfizer worth $4.57M as of Q3 2026.
  • Venture Visionary Partners sold 1,246 Pfizer shares in Q3 2026, an estimated $33.1K.
  • Pfizer made up 0.12% of Venture Visionary Partners's portfolio in Q3 2026, its #168 holding.
  • Venture Visionary Partners first reported a position in Pfizer in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's Pfizer position peaked at $14M in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.