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Boreal Capital Management’s Pfizer PFE Stock Holding History

Boreal Capital 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 		$40.1K Hold
1,664
– – 0.03% 197
2026
Q1 		$46.7K Sell
1,664
-100
-6% -$2.66K 0.04% 192
2025
Q4 		$43.9K Buy
1,764
+100
+6% +$2.52K 0.03% 211
2025
Q3 		$42.4K Sell
1,664
-500
-23% -$12.3K 0.03% 219
2025
Q2 		$52.5K Buy
+2,164
New +$50.5K 0.04% 208

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

Boreal Capital Management's PFE Position: Q2 2026 in Review

Boreal Capital Management held its Pfizer (PFE) position steady in Q2 2026 at 1,664 shares worth $40.1K. The position accounts for 0.03% of the portfolio, ranked #197.

Boreal Capital Management first reported a position in PFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $52.5K in Q2 2025. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Boreal Capital Management held 1,664 shares of Pfizer worth $40.1K as of Q2 2026.
  • Boreal Capital Management left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.03% of Boreal Capital Management's portfolio in Q2 2026, its #197 holding.
  • Boreal Capital Management first reported a position in Pfizer in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Pfizer position peaked at $52.5K in Q2 2025.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.