Cauble & Harre Wealth Management’s Pfizer PFE Stock Holding History

Cauble & Harre Wealth 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	–	Sell	-7,935	Closed	-$205K	–	75
2026 Q1	$205K	Buy	+7,935	New	+$211K	0.16%	74

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cauble & Harre Wealth Management's PFE Position: Q2 2026 in Review

Cauble & Harre Wealth Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,935 shares — an estimated $205K sold.

Cauble & Harre Wealth Management first reported a position in PFE in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cauble & Harre Wealth Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Cauble & Harre Wealth Management sold 7,935 Pfizer shares in Q2 2026, an estimated $205K.
Cauble & Harre Wealth Management first reported a position in Pfizer in Q1 2026 and held it in 1 quarter.
Cauble & Harre Wealth Management's Pfizer position peaked at $205K in Q1 2026.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.