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Copia Wealth Management’s Pfizer PFE Stock Holding History

Copia 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 		$3.97K Hold
165
– – ﹤0.01% 416
2026
Q1 		$4.63K Hold
165
– – ﹤0.01% 384
2025
Q4 		$4.11K Hold
165
– – ﹤0.01% 393
2025
Q3 		$4.2K Buy
+165
New +$4.07K ﹤0.01% 368
2025
Q1 		– Sell
-17
Closed -$451 – 470
2024
Q4 		$451 Buy
+17
New +$461 ﹤0.01% 396

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

Copia Wealth Management's PFE Position: Q2 2026 in Review

Copia Wealth Management held its Pfizer (PFE) position steady in Q2 2026 at 165 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Copia Wealth Management first reported a position in PFE in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.63K in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Copia Wealth Management held 165 shares of Pfizer worth $3.97K as of Q2 2026.
  • Copia Wealth Management left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Copia Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 5 quarters since.
  • Copia Wealth Management's Pfizer position peaked at $4.63K in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.