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Cascade Financial Partners’s Pfizer PFE Stock Holding History

Cascade Financial Partners’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 		$641K Buy
26,601
+92
+0.3% +$2.41K 0.06% 160
2026
Q1 		$744K Buy
26,509
+379
+1% +$10.1K 0.08% 138
2025
Q4 		$651K Sell
26,130
-638
-2% -$16.1K 0.07% 149
2025
Q3 		$682K Buy
26,768
+100
+0.4% +$2.47K 0.08% 145
2025
Q2 		$646K Sell
26,668
-149
-0.6% -$3.48K 0.08% 146
2025
Q1 		$680K Buy
26,817
+594
+2% +$15.5K 0.09% 132
2024
Q4 		$696K Buy
26,223
+325
+1% +$8.82K 0.09% 124
2024
Q3 		$747K Sell
25,898
-5,801
-18% -$169K 0.09% 119
2024
Q2 		$887K Sell
31,699
-10,371
-25% -$286K 0.12% 106
2024
Q1 		$1.09M Buy
+42,070
New +$1.17M 0.16% 93

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

Cascade Financial Partners's PFE Position: Q2 2026 in Review

Cascade Financial Partners increased its Pfizer (PFE) stake by 0.35% in Q2 2026, buying an estimated $2.41K and bringing the position to 26,601 shares worth $641K. The position accounts for 0.06% of the portfolio, ranked #160.

Cascade Financial Partners first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q1 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cascade Financial Partners held 26,601 shares of Pfizer worth $641K as of Q2 2026.
  • Cascade Financial Partners bought 92 Pfizer shares in Q2 2026, an estimated $2.41K.
  • Pfizer made up 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #160 holding.
  • Cascade Financial Partners first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Pfizer position peaked at $1.09M in Q1 2024.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.