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Brookwood Investment Group’s Pfizer PFE Stock Holding History

Brookwood Investment 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 		$475K Buy
19,737
+10,165
+106% +$266K 0.05% 311
2026
Q1 		$269K Sell
9,572
-9,469
-50% -$252K 0.03% 418
2025
Q4 		$474K Buy
19,041
+1,449
+8% +$36.5K 0.06% 299
2025
Q3 		$448K Sell
17,592
-135
-0.8% -$3.33K 0.06% 285
2025
Q2 		$430K Buy
17,727
+8,750
+97% +$204K 0.07% 271
2025
Q1 		$227K Buy
+8,977
New +$235K 0.04% 365

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

Brookwood Investment Group's PFE Position: Q2 2026 in Review

Brookwood Investment Group increased its Pfizer (PFE) stake by 106% in Q2 2026, buying an estimated $266K and bringing the position to 19,737 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #311.

Brookwood Investment Group first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Brookwood Investment Group held 19,737 shares of Pfizer worth $475K as of Q2 2026.
  • Brookwood Investment Group bought 10,165 Pfizer shares in Q2 2026, an estimated $266K.
  • Pfizer made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #311 holding.
  • Brookwood Investment Group first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.