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Berger Financial Group’s Pfizer PFE Stock Holding History

Berger Financial Group’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 		$228K Sell
9,471
-1,077
-10% -$28.2K 0.01% 432
2026
Q1 		$296K Sell
10,548
-935
-8% -$24.9K 0.02% 376
2025
Q4 		$286K Sell
11,483
-3,182
-22% -$80.2K 0.02% 382
2025
Q3 		$374K Sell
14,665
-223
-1% -$5.5K 0.02% 318
2025
Q2 		$361K Sell
14,888
-1,790
-11% -$41.7K 0.02% 307
2025
Q1 		$423K Sell
16,678
-2,925
-15% -$76.5K 0.03% 280
2024
Q4 		$520K Sell
19,603
-9,002
-31% -$244K 0.04% 251
2024
Q3 		$828K Sell
28,605
-2,351
-8% -$68.6K 0.06% 175
2024
Q2 		$866K Buy
30,956
+1,221
+4% +$33.6K 0.07% 163
2024
Q1 		$825K Buy
29,735
+4,923
+20% +$137K 0.07% 165
2023
Q4 		$714K Sell
24,812
-1,486
-6% -$44.9K 0.07% 141
2023
Q3 		$872K Buy
26,298
+5,298
+25% +$187K 0.1% 124
2023
Q2 		$770K Buy
21,000
+201
+1% +$7.82K 0.09% 128
2023
Q1 		$849K Buy
20,799
+621
+3% +$26.8K 0.1% 118
2022
Q4 		$1.03M Buy
20,178
+58
+0.3% +$2.78K 0.14% 105
2022
Q3 		$880K Buy
20,120
+292
+1% +$14.2K 0.13% 106
2022
Q2 		$1.04M Buy
19,828
+28
+0.1% +$1.43K 0.15% 89
2022
Q1 		$1.02M Buy
19,800
+185
+0.9% +$9.6K 0.13% 101
2021
Q4 		$1.16M Buy
19,615
+2,773
+16% +$137K 0.15% 93
2021
Q3 		$724K Buy
16,842
+775
+5% +$34.3K 0.13% 93
2021
Q2 		$629K Buy
16,067
+393
+3% +$15.3K 0.11% 100
2021
Q1 		$568K Sell
15,674
-102,086
-87% -$3.62M 0.12% 100
2020
Q4 		$4.33M Buy
+117,760
New +$4.32M 0.76% 38

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 $3.38T AUM 44.17% 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

Berger Financial Group's PFE Position: Q2 2026 in Review

Berger Financial Group reduced its Pfizer (PFE) stake by 10% in Q2 2026, selling an estimated $28.2K and leaving 9,471 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #432.

Berger Financial Group first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.33M in Q4 2020. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Berger Financial Group held 9,471 shares of Pfizer worth $228K as of Q2 2026.
  • Berger Financial Group sold 1,077 Pfizer shares in Q2 2026, an estimated $28.2K.
  • Pfizer made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #432 holding.
  • Berger Financial Group first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Pfizer position peaked at $4.33M in Q4 2020.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.