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	–	Hold	0	–	-$11.2K	–	502
2026 Q1	–	Hold	0	–	–	–	474

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 $3.38T AUM 44.17% 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

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.