Arista Wealth Management’s Pfizer PFE Stock Holding History

Arista 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	$1.73M	Buy	71,676 +10,039	+16%	+$263K	0.19%	66
2026 Q1	$1.73M	Buy	61,637 +577	+0.9%	+$15.4K	0.21%	62
2025 Q4	$1.52M	Sell	61,060 -1,505	-2%	-$38K	0.19%	64
2025 Q3	$1.59M	Sell	62,565 -466	-0.7%	-$11.5K	0.2%	67
2025 Q2	$1.53M	Buy	+63,031	New	+$1.47M	0.21%	62
2024 Q1	–	Sell	-8,444	Closed	-$243K	–	49
2023 Q4	$243K	Hold	8,444	–	–	0.09%	48
2023 Q3	$280K	Hold	8,444	–	–	0.11%	47
2023 Q2	$310K	Buy	8,444 +1,069	+14%	+$41.6K	0.13%	45
2023 Q1	$301K	Buy	7,375 +993	+16%	+$42.9K	0.16%	47
2022 Q4	$327K	Buy	+6,382	New	+$306K	0.21%	45

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

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

Arista Wealth Management increased its Pfizer (PFE) stake by 16% in Q2 2026, buying an estimated $263K and bringing the position to 71,676 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #66.

Arista Wealth Management first reported a position in PFE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.73M in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Arista Wealth Management held 71,676 shares of Pfizer worth $1.73M as of Q2 2026.
Arista Wealth Management bought 10,039 Pfizer shares in Q2 2026, an estimated $263K.
Pfizer made up 0.19% of Arista Wealth Management's portfolio in Q2 2026, its #66 holding.
Arista Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 10 quarters since.
Arista Wealth Management's Pfizer position peaked at $1.73M in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.