Creative Planning
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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
Q4 		– Sell
-1,300
Closed -$611 – 3006
2023
Q3 		$611 Hold
1,300
– – ﹤0.01% 2851
2023
Q2 		$494 Buy
+1,300
New +$50.6K ﹤0.01% 2621

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

Creative Planning's PFE Position: Q1 2026 in Review

Creative Planning increased its Pfizer (PFE) stake by 15% in Q1 2026, buying an estimated $7.24M and bringing the position to 2,122,972 shares worth $59.6M. The position accounts for 0.04% of the portfolio, ranked #187.

Creative Planning first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $68.6M in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Creative Planning held 2,122,972 shares of Pfizer worth $59.6M as of Q1 2026.
  • Creative Planning bought 271,983 Pfizer shares in Q1 2026, an estimated $7.24M.
  • Pfizer made up 0.04% of Creative Planning's portfolio in Q1 2026, its #187 holding.
  • Creative Planning first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Pfizer position peaked at $68.6M in Q4 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.