CrossGen Wealth’s Pfizer PFE Stock Holding History

CrossGen Wealth’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	$4.5K	Hold	187	–	–	﹤0.01%	177
2026 Q1	$5.25K	Sell	187 -22	-11%	-$586	﹤0.01%	164
2025 Q4	$5.2K	Buy	+209	New	+$5.27K	﹤0.01%	159

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

CrossGen Wealth's PFE Position: Q2 2026 in Review

CrossGen Wealth held its Pfizer (PFE) position steady in Q2 2026 at 187 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

CrossGen Wealth first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.25K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

CrossGen Wealth held 187 shares of Pfizer worth $4.5K as of Q2 2026.
CrossGen Wealth left its Pfizer share count unchanged in Q2 2026.
Pfizer made up ﹤0.01% of CrossGen Wealth's portfolio in Q2 2026, its #177 holding.
CrossGen Wealth first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's Pfizer position peaked at $5.25K in Q1 2026.
2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.