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Coordinated Financial Services’s Pfizer PFE Stock Holding History

Coordinated Financial Services’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
Q1 		$437K Buy
15,553
+336
+2% +$8.95K 0.25% 113
2025
Q4 		$379K Buy
15,217
+3,417
+29% +$86.2K 0.22% 122
2025
Q3 		$301K Buy
11,800
+2,650
+29% +$65.4K 0.19% 130
2025
Q2 		$222K Buy
9,150
+400
+5% +$9.33K 0.15% 138
2025
Q1 		$222K Buy
8,750
+959
+12% +$25.1K 0.17% 129
2024
Q4 		$207K Buy
+7,791
New +$211K 0.16% 134

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Coordinated Financial Services's PFE Position: Q1 2026 in Review

Coordinated Financial Services increased its Pfizer (PFE) stake by 2.2% in Q1 2026, buying an estimated $8.95K and bringing the position to 15,553 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #113.

Coordinated Financial Services first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Coordinated Financial Services held 15,553 shares of Pfizer worth $437K as of Q1 2026.
  • Coordinated Financial Services bought 336 Pfizer shares in Q1 2026, an estimated $8.95K.
  • Pfizer made up 0.25% of Coordinated Financial Services's portfolio in Q1 2026, its #113 holding.
  • Coordinated Financial Services first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.