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Balboa Wealth Partners’s Pfizer PFE Stock Holding History

Balboa Wealth 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
Q2 		$634K Sell
26,316
-1,370
-5% -$35.8K 0.09% 196
2026
Q1 		$777K Sell
27,686
-1,363
-5% -$36.3K 0.13% 136
2025
Q4 		$723K Buy
29,049
+485
+2% +$12.2K 0.12% 133
2025
Q3 		$728K Sell
28,564
-1,108
-4% -$27.3K 0.13% 131
2025
Q2 		$719K Sell
29,672
-1,072
-3% -$25K 0.14% 122
2025
Q1 		$779K Buy
30,744
+66
+0.2% +$1.73K 0.19% 94
2024
Q4 		$814K Buy
30,678
+480
+2% +$13K 0.19% 95
2024
Q3 		$874K Buy
30,198
+10,852
+56% +$317K 0.22% 90
2024
Q2 		$541K Buy
19,346
+5,167
+36% +$142K 0.14% 127
2024
Q1 		$393K Buy
14,179
+265
+2% +$7.35K 0.12% 134
2023
Q4 		$401K Sell
13,914
-3,266
-19% -$98.7K 0.13% 128
2023
Q3 		$570K Sell
17,180
-2,454
-12% -$86.8K 0.21% 86
2023
Q2 		$720K Sell
19,634
-1,139
-5% -$44.3K 0.25% 69
2023
Q1 		$848K Sell
20,773
-1,482
-7% -$64K 0.32% 61
2022
Q4 		$1.14M Sell
22,255
-2,680
-11% -$128K 0.51% 46
2022
Q3 		$1.09M Buy
+24,935
New +$1.21M 0.48% 43

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

Balboa Wealth Partners's PFE Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Pfizer (PFE) stake by 4.9% in Q2 2026, selling an estimated $35.8K and leaving 26,316 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #196.

Balboa Wealth Partners first reported a position in PFE in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Balboa Wealth Partners held 26,316 shares of Pfizer worth $634K as of Q2 2026.
  • Balboa Wealth Partners sold 1,370 Pfizer shares in Q2 2026, an estimated $35.8K.
  • Pfizer made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #196 holding.
  • Balboa Wealth Partners first reported a position in Pfizer in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Pfizer position peaked at $1.14M in Q4 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.