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Denver Wealth Management’s Pfizer PFE Stock Holding History

Denver Wealth Management’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 		$355K Buy
14,745
+555
+4% +$14.5K 0.1% 77
2026
Q1 		$398K Buy
14,190
+4,965
+54% +$132K 0.14% 71
2025
Q4 		$230K Buy
9,225
+299
+3% +$7.54K 0.08% 84
2025
Q3 		$227K Sell
8,926
-2,872
-24% -$70.9K 0.08% 87
2025
Q2 		$286K Sell
11,798
-113
-0.9% -$2.63K 0.12% 74
2025
Q1 		$302K Sell
11,911
-204
-2% -$5.34K 0.14% 70
2024
Q4 		$321K Sell
12,115
-1,284
-10% -$34.8K 0.14% 67
2024
Q3 		$388K Sell
13,399
-9
-0.1% -$263 0.18% 58
2024
Q2 		$375K Buy
13,408
+483
+4% +$13.3K 0.19% 56
2024
Q1 		$359K Buy
12,925
+17
+0.1% +$472 0.18% 57
2023
Q4 		$372K Buy
12,908
+467
+4% +$14.1K 0.21% 51
2023
Q3 		$413K Buy
12,441
+246
+2% +$8.7K 0.27% 46
2023
Q2 		$447K Sell
12,195
-901
-7% -$35.1K 0.31% 42
2023
Q1 		$534K Buy
13,096
+112
+0.9% +$4.84K 0.37% 43
2022
Q4 		$665K Sell
12,984
-772
-6% -$37K 0.5% 40
2022
Q3 		$602K Buy
13,756
+111
+0.8% +$5.39K 0.57% 30
2022
Q2 		$715K Buy
+13,645
New +$695K 0.75% 24
2021
Q4 		$785K Buy
+13,299
New +$659K 0.75% 18
2021
Q1 		$689K Buy
+13,304
New +$472K 0.73% 23

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

Denver Wealth Management's PFE Position: Q2 2026 in Review

Denver Wealth Management increased its Pfizer (PFE) stake by 3.9% in Q2 2026, buying an estimated $14.5K and bringing the position to 14,745 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #77.

Denver Wealth Management first reported a position in PFE in Q1 2021 and has held it in 19 quarters since. The position peaked at $785K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Denver Wealth Management held 14,745 shares of Pfizer worth $355K as of Q2 2026.
  • Denver Wealth Management bought 555 Pfizer shares in Q2 2026, an estimated $14.5K.
  • Pfizer made up 0.1% of Denver Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Denver Wealth Management first reported a position in Pfizer in Q1 2021 and has held it in 19 quarters since.
  • Denver Wealth Management's Pfizer position peaked at $785K in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.