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Cyndeo Wealth Partners’s Pfizer PFE Stock Holding History

Cyndeo Wealth Partners’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 		$12.9M Buy
536,714
+19,963
+4% +$522K 0.61% 42
2026
Q1 		$14.5M Buy
516,751
+415,587
+411% +$11.1M 0.76% 32
2025
Q4 		$2.52M Sell
101,164
-45,814
-31% -$1.16M 0.14% 144
2025
Q3 		$3.74M Buy
146,978
+284
+0.2% +$7.01K 0.21% 115
2025
Q2 		$3.56M Buy
146,694
+5,007
+4% +$117K 0.21% 119
2025
Q1 		$3.59M Buy
141,687
+5,852
+4% +$153K 0.24% 117
2024
Q4 		$3.6M Sell
135,835
-17,274
-11% -$469K 0.24% 105
2024
Q3 		$4.43M Buy
153,109
+31,201
+26% +$910K 0.31% 87
2024
Q2 		$3.41M Buy
121,908
+30,967
+34% +$853K 0.27% 110
2024
Q1 		$2.52M Buy
90,941
+19,239
+27% +$534K 0.21% 136
2023
Q4 		$2.06M Buy
71,702
+18,107
+34% +$547K 0.19% 135
2023
Q3 		$1.78M Buy
53,595
+3,153
+6% +$111K 0.19% 133
2023
Q2 		$1.85M Sell
50,442
-888
-2% -$34.6K 0.19% 127
2023
Q1 		$2.09M Buy
51,330
+811
+2% +$35K 0.23% 121
2022
Q4 		$2.59M Buy
+50,519
New +$2.42M 0.3% 109

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

Cyndeo Wealth Partners's PFE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Pfizer (PFE) stake by 3.9% in Q2 2026, buying an estimated $522K and bringing the position to 536,714 shares worth $12.9M. The position accounts for 0.61% of the portfolio, ranked #42.

Cyndeo Wealth Partners first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.5M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cyndeo Wealth Partners held 536,714 shares of Pfizer worth $12.9M as of Q2 2026.
  • Cyndeo Wealth Partners bought 19,963 Pfizer shares in Q2 2026, an estimated $522K.
  • Pfizer made up 0.61% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • Cyndeo Wealth Partners first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Pfizer position peaked at $14.5M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.