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Cardinal Point Capital Management’s Pfizer PFE Stock Holding History

Cardinal Point 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 		$8M Buy
332,062
+2,955
+0.9% +$77.3K 0.45% 54
2026
Q1 		$9.24M Buy
329,107
+5,450
+2% +$145K 0.57% 48
2025
Q4 		$8.06M Buy
323,657
+9,385
+3% +$237K 0.53% 48
2025
Q3 		$8.01M Buy
314,272
+2,240
+0.7% +$55.3K 0.56% 45
2025
Q2 		$7.56M Buy
312,032
+2,745
+0.9% +$64K 0.6% 43
2025
Q1 		$7.84M Buy
+309,287
New +$8.09M 0.72% 39

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

Cardinal Point Capital Management's PFE Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Pfizer (PFE) stake by 0.9% in Q2 2026, buying an estimated $77.3K and bringing the position to 332,062 shares worth $8M. The position accounts for 0.45% of the portfolio, ranked #54.

Cardinal Point Capital Management first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.24M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cardinal Point Capital Management held 332,062 shares of Pfizer worth $8M as of Q2 2026.
  • Cardinal Point Capital Management bought 2,955 Pfizer shares in Q2 2026, an estimated $77.3K.
  • Pfizer made up 0.45% of Cardinal Point Capital Management's portfolio in Q2 2026, its #54 holding.
  • Cardinal Point Capital Management first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
  • Cardinal Point Capital Management's Pfizer position peaked at $9.24M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.