Creative Planning
PFE icon

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 $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

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.