AWM
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Activest Wealth Management’s Pfizer PFE Stock Holding History

Activest Wealth Management’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 		$214K Sell
8,877
-15,944
-64% -$417K 0.04% 121
2026
Q1 		$697K Buy
24,821
+7,104
+40% +$189K 0.12% 73
2025
Q4 		$441K Sell
17,717
-7,098
-29% -$179K 0.08% 98
2025
Q3 		$632K Buy
24,815
+4,293
+21% +$106K 0.13% 68
2025
Q2 		$497K Buy
20,522
+15,240
+289% +$355K 0.12% 67
2025
Q1 		$134K Buy
5,282
+1,530
+41% +$40K 0.04% 113
2024
Q4 		$99.5K Sell
3,752
-403
-10% -$10.9K 0.03% 123
2024
Q3 		$120K Buy
4,155
+2,253
+118% +$65.7K 0.04% 108
2024
Q2 		$53.2K Buy
1,902
+28
+1% +$771 0.02% 161
2024
Q1 		$52K Sell
1,874
-1,041
-36% -$28.9K 0.03% 111
2023
Q4 		$83.9K Buy
2,915
+1,094
+60% +$33.1K 0.05% 64
2023
Q3 		$60.4K Buy
+1,821
New +$64.4K 0.04% 82
2022
Q1 		– Sell
-500
Closed -$30K – 363
2021
Q4 		$30K Sell
500
-262
-34% -$13K 0.02% 138
2021
Q3 		$33K Sell
762
-651
-46% -$28.8K 0.02% 137
2021
Q2 		$55K Sell
1,413
-56
-4% -$2.18K 0.04% 97
2021
Q1 		$53K Buy
+1,469
New +$52.2K 0.04% 97

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

Activest Wealth Management's PFE Position: Q2 2026 in Review

Activest Wealth Management reduced its Pfizer (PFE) stake by 64% in Q2 2026, selling an estimated $417K and leaving 8,877 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #121.

Activest Wealth Management first reported a position in PFE in Q1 2021 and has held it in 16 quarters since. The position peaked at $697K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Activest Wealth Management held 8,877 shares of Pfizer worth $214K as of Q2 2026.
  • Activest Wealth Management sold 15,944 Pfizer shares in Q2 2026, an estimated $417K.
  • Pfizer made up 0.04% of Activest Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Activest Wealth Management first reported a position in Pfizer in Q1 2021 and has held it in 16 quarters since.
  • Activest Wealth Management's Pfizer position peaked at $697K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.