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RAFFA WEALTH MANAGEMENT, LLC’s Pfizer PFE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$16.2K Sell
674
-60
-8% -$1.57K ﹤0.01% 329
2026
Q1 		$20.6K Buy
734
+192
+35% +$5.11K ﹤0.01% 265
2025
Q4 		$13.5K Hold
542
– – ﹤0.01% 321
2025
Q3 		$13.8K Buy
542
+150
+38% +$3.7K ﹤0.01% 308
2025
Q2 		$9.5K Sell
392
-4,008
-91% -$93.5K ﹤0.01% 387
2025
Q1 		$111K Sell
4,400
-66
-1% -$1.73K 0.03% 106
2024
Q4 		$118K Sell
4,466
-45
-1% -$1.22K 0.03% 103
2024
Q3 		$131K Hold
4,511
– – 0.03% 96
2024
Q2 		$126K Buy
4,511
+1,740
+63% +$47.9K 0.04% 122
2024
Q1 		$76.9K Hold
2,771
– – 0.02% 165
2023
Q4 		$79.8K Hold
2,771
– – 0.02% 109
2023
Q3 		$91.9K Buy
2,771
+27
+1% +$955 0.03% 97
2023
Q2 		$101K Sell
2,744
-978
-26% -$38.1K 0.03% 93
2023
Q1 		$152K Buy
3,722
+2,184
+142% +$94.3K 0.06% 76
2022
Q4 		$78.8K Hold
1,538
– – 0.03% 105
2022
Q3 		$67.3K Sell
1,538
-507
-25% -$24.6K 0.03% 114
2022
Q2 		$107K Buy
2,045
+507
+33% +$25.8K 0.05% 85
2022
Q1 		$79.6K Hold
1,538
– – 0.03% 109
2021
Q4 		$90.8K Sell
1,538
-125
-8% -$6.19K 0.03% 102
2021
Q3 		$71.5K Sell
1,663
-9
-0.5% -$399 0.02% 95
2021
Q2 		$65.5K Hold
1,672
– – 0.02% 105
2021
Q1 		$60.6K Buy
1,672
+111
+7% +$3.94K 0.02% 123
2020
Q4 		$57.5K Sell
1,561
-84
-5% -$3.08K 0.02% 117
2020
Q3 		$57.3K Sell
1,645
-211
-11% -$7.4K 0.02% 112
2020
Q2 		$57.6K Hold
1,856
– – 0.02% 105
2020
Q1 		$57.5K Sell
1,856
-389
-17% -$13.3K 0.02% 97
2019
Q4 		$83.5K Hold
2,245
– – 0.03% 103
2019
Q3 		$76.5K Buy
+2,245
New +$81.6K 0.03% 104
2019
Q2 		– Sell
-1,856
Closed -$74.8K – 1209
2019
Q1 		$74.8K Hold
1,856
– – 0.03% 94
2018
Q4 		$76.9K Hold
1,856
– – 0.03% 103
2018
Q3 		$77.6K Hold
1,856
– – 0.03% 112
2018
Q2 		$63.9K Hold
1,856
– – 0.02% 113
2018
Q1 		$62.5K Buy
1,856
+459
+33% +$15.8K 0.02% 106
2017
Q4 		$48K Sell
1,397
-146
-9% -$4.98K 0.02% 130
2017
Q3 		$52.3K Sell
1,543
-1,054
-41% -$33.9K 0.02% 123
2017
Q2 		$82.8K Hold
2,597
– – 0.04% 99
2017
Q1 		$84.3K Sell
2,597
-141
-5% -$4.45K 0.04% 76
2016
Q4 		$84.4K Buy
2,738
+1,054
+63% +$32.2K 0.04% 72
2016
Q3 		$54.1K Hold
1,684
– – 0.03% 84
2016
Q2 		$56.3K Hold
1,684
– – 0.03% 76
2016
Q1 		$47.4K Hold
1,684
– – 0.03% 95
2015
Q4 		$51.6K Hold
1,684
– – 0.03% 84
2015
Q3 		$50.2K Hold
1,684
– – 0.03% 86
2015
Q2 		$53.6K Hold
1,684
– – 0.03% 85
2015
Q1 		$55.6K Buy
1,684
+146
+9% +$4.64K 0.03% 73
2014
Q4 		$45.4K Buy
1,538
+106
+7% +$3.04K 0.03% 82
2014
Q3 		$40.2K Buy
1,432
+246
+21% +$6.9K 0.03% 88
2014
Q2 		$33.4K Hold
1,186
– – 0.03% 93
2014
Q1 		$36.1K Sell
1,186
-352
-23% -$10.5K 0.03% 91
2013
Q4 		$45.4K Buy
+1,538
New +$44.8K 0.03% 82

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PFE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Pfizer (PFE) stake by 8.2% in Q2 2026, selling an estimated $1.57K and leaving 674 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $152K in Q1 2023. 1,008 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 674 shares of Pfizer worth $16.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 60 Pfizer shares in Q2 2026, an estimated $1.57K.
  • Pfizer made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #329 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Pfizer position peaked at $152K in Q1 2023.
  • 1,008 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.