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Destination Wealth Management’s Pfizer PFE Stock Holding History

Destination 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
2024
Q1 		– Sell
-100
Closed -$39 – 235
2023
Q4 		$39 Hold
100
– – ﹤0.01% 218
2023
Q3 		$103 Hold
100
– – ﹤0.01% 210
2023
Q2 		$206 Hold
100
– – ﹤0.01% 213
2023
Q1 		$428 Buy
+100
New +$4.32K ﹤0.01% 218

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 $3.38T AUM 44.17% 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

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

Destination Wealth Management increased its Pfizer (PFE) stake by 3.5% in Q2 2026, buying an estimated $859K and bringing the position to 976,104 shares worth $23.5M. The position accounts for 0.55% of the portfolio, ranked #56.

Destination Wealth Management first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $34.4M in Q4 2021. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Destination Wealth Management held 976,104 shares of Pfizer worth $23.5M as of Q2 2026.
  • Destination Wealth Management bought 32,854 Pfizer shares in Q2 2026, an estimated $859K.
  • Pfizer made up 0.55% of Destination Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Destination Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
  • Destination Wealth Management's Pfizer position peaked at $34.4M in Q4 2021.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.