DWP
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Daymark Wealth Partners’s Pfizer PFE Stock Holding History

Daymark 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 		$4.17M Sell
173,196
-1,262
-0.7% -$33K 0.1% 155
2026
Q1 		$4.9M Sell
174,458
-983
-0.6% -$26.2K 0.15% 117
2025
Q4 		$4.37M Sell
175,441
-244
-0.1% -$6.15K 0.14% 122
2025
Q3 		$4.48M Sell
175,685
-52,529
-23% -$1.3M 0.15% 122
2025
Q2 		$5.53M Sell
228,214
-15,519
-6% -$362K 0.21% 94
2025
Q1 		$6.18M Sell
243,733
-25,397
-9% -$665K 0.27% 80
2024
Q4 		$7.14M Sell
269,130
-23,291
-8% -$632K 0.3% 71
2024
Q3 		$8.46M Sell
292,421
-2,355
-0.8% -$68.7K 0.36% 63
2024
Q2 		$8.25M Buy
294,776
+16,817
+6% +$463K 0.38% 59
2024
Q1 		$7.71M Buy
277,959
+6,044
+2% +$168K 0.42% 56
2023
Q4 		$7.83M Buy
271,915
+10,475
+4% +$317K 0.48% 49
2023
Q3 		$8.67M Buy
261,440
+32,054
+14% +$1.13M 0.6% 44
2023
Q2 		$8.41M Buy
229,386
+166,111
+263% +$6.47M 0.62% 42
2023
Q1 		$2.58M Buy
63,275
+23,337
+58% +$1.01M 0.34% 73
2022
Q4 		$2.05M Buy
+39,938
New +$1.91M 0.36% 61

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

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

Daymark Wealth Partners reduced its Pfizer (PFE) stake by 0.72% in Q2 2026, selling an estimated $33K and leaving 173,196 shares worth $4.17M. The position accounts for 0.1% of the portfolio, ranked #155.

Daymark Wealth Partners first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.67M in Q3 2023. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Daymark Wealth Partners held 173,196 shares of Pfizer worth $4.17M as of Q2 2026.
  • Daymark Wealth Partners sold 1,262 Pfizer shares in Q2 2026, an estimated $33K.
  • Pfizer made up 0.1% of Daymark Wealth Partners's portfolio in Q2 2026, its #155 holding.
  • Daymark Wealth Partners first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Pfizer position peaked at $8.67M in Q3 2023.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.