Creative Planning’s Pfizer PFE Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-100	Closed	-$4	–	3003
2023 Q2	$4	Sell	100 -900	-90%	-$35K	﹤0.01%	2643
2023 Q1	$15.9K	Buy	+1,000	New	+$43.2K	﹤0.01%	2424
2021 Q1	–	Sell	-3,300	Closed	-$1K	–	2694
2020 Q4	$1K	Buy	3,300 +1,192	+57%	+$43.7K	﹤0.01%	2332
2020 Q3	$5K	Buy	+2,108	New	+$73.9K	﹤0.01%	2046
2018 Q4	–	Sell	-5,270	Closed	-$48K	–	2069
2018 Q3	$48K	Buy	+5,270	New	+$203K	﹤0.01%	1887
2017 Q2	–	Sell	-211	Closed	-$1K	–	4765
2017 Q1	$1K	Hold	211	–	–	﹤0.01%	4484
2016 Q4	$1K	Buy	+211	New	+$6.44K	﹤0.01%	4473
2016 Q3	–	Sell	-1,054	Closed	-$2K	–	4690
2016 Q2	$2K	Buy	+1,054	New	+$33.6K	﹤0.01%	4038
2016 Q1	–	Sell	-1,054	Closed	-$1K	–	4466
2015 Q4	$1K	Hold	1,054	–	–	﹤0.01%	4231
2015 Q3	$1K	Buy	+1,054	New	+$33.8K	﹤0.01%	4123
2015 Q2	–	Sell	-2,108	Closed	-$5K	–	2455
2015 Q1	$5K	Buy	+2,108	New	+$67K	﹤0.01%	3550

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

Creative Planning's PFE Position: Q2 2026 in Review

Creative Planning reduced its Pfizer (PFE) stake by 3% in Q2 2026, selling an estimated $1.69M and leaving 2,058,345 shares worth $49.6M. The position accounts for 0.03% of the portfolio, ranked #249.

Creative Planning first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $68.6M in Q4 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Creative Planning held 2,058,345 shares of Pfizer worth $49.6M as of Q2 2026.
Creative Planning sold 64,627 Pfizer shares in Q2 2026, an estimated $1.69M.
Pfizer made up 0.03% of Creative Planning's portfolio in Q2 2026, its #249 holding.
Creative Planning first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Pfizer position peaked at $68.6M in Q4 2022.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.