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Vista Investment Partners’s Pfizer PFE Stock Holding History

Vista Investment 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
2026
Q3 		$1.21M Sell
42,368
-14,027
-25% -$373K 0.31% 75
2026
Q2 		$1.36M Sell
56,395
-9,036
-14% -$236K 0.34% 73
2026
Q1 		$1.84M Sell
65,431
-2,840
-4% -$75.6K 0.49% 64
2025
Q4 		$1.7M Sell
68,271
-1,342
-2% -$33.8K 0.44% 70
2025
Q3 		$1.77M Buy
69,613
+48,900
+236% +$1.21M 0.5% 59
2025
Q2 		$502K Sell
20,713
-856
-4% -$20K 0.14% 105
2025
Q1 		$547K Sell
21,569
-9
-0% -$236 0.17% 103
2024
Q4 		$572K Sell
21,578
-48,220
-69% -$1.31M 0.18% 103
2024
Q3 		$2.02M Sell
69,798
-7,254
-9% -$212K 0.65% 53
2024
Q2 		$2.16M Sell
77,052
-2,180
-3% -$60K 0.72% 46
2024
Q1 		$2.2M Buy
79,232
+4,015
+5% +$111K 0.75% 45
2023
Q4 		$2.17M Buy
+75,217
New +$2.27M 0.79% 46

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

Vista Investment Partners's PFE Position: Q3 2026 in Review

Vista Investment Partners reduced its Pfizer (PFE) stake by 25% in Q3 2026, selling an estimated $373K and leaving 42,368 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #75.

Vista Investment Partners first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.2M in Q1 2024. 156 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Vista Investment Partners held 42,368 shares of Pfizer worth $1.21M as of Q3 2026.
  • Vista Investment Partners sold 14,027 Pfizer shares in Q3 2026, an estimated $373K.
  • Pfizer made up 0.31% of Vista Investment Partners's portfolio in Q3 2026, its #75 holding.
  • Vista Investment Partners first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's Pfizer position peaked at $2.2M in Q1 2024.
  • 156 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.