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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 		– Sell
-2,000
Closed -$56.2K – 587
2026
Q1 		$56.2K Buy
+2,000
New +$53.2K 0.01% 507

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 2,083 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.
  • 2,083 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.