55 North Private Wealth’s Pfizer PFE Stock Holding History

55 North Private Wealth’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	$204K	Buy	8,489 +316	+4%	+$8.27K	0.04%	290
2026 Q1	$229K	Buy	+8,173	New	+$218K	0.06%	179

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

55 North Private Wealth's PFE Position: Q2 2026 in Review

55 North Private Wealth increased its Pfizer (PFE) stake by 3.9% in Q2 2026, buying an estimated $8.27K and bringing the position to 8,489 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #290.

55 North Private Wealth first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $229K in Q1 2026. 2,813 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

55 North Private Wealth held 8,489 shares of Pfizer worth $204K as of Q2 2026.
55 North Private Wealth bought 316 Pfizer shares in Q2 2026, an estimated $8.27K.
Pfizer made up 0.04% of 55 North Private Wealth's portfolio in Q2 2026, its #290 holding.
55 North Private Wealth first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
55 North Private Wealth's Pfizer position peaked at $229K in Q1 2026.
2,813 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.