DWM
PFE icon

Diversify Wealth Management’s Pfizer PFE Stock Holding History

Diversify 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 		$2.9M Sell
117,466
-10,261
-8% -$268K 0.05% 304
2026
Q1 		$3.35M Buy
127,727
+114,510
+866% +$3.05M 0.06% 255
2025
Q4 		$332K Buy
13,217
+1,503
+13% +$37.9K 0.02% 515
2025
Q3 		$289K Buy
11,714
+723
+7% +$17.8K 0.02% 462
2025
Q2 		$271K Sell
10,991
-469
-4% -$10.9K 0.02% 472
2025
Q1 		$273K Buy
11,460
+710
+7% +$18.6K 0.02% 449
2024
Q4 		$287K Buy
10,750
+1,308
+14% +$35.5K 0.02% 436
2024
Q3 		$272K Sell
9,442
-218
-2% -$6.36K 0.03% 416
2024
Q2 		$287K Buy
+9,660
New +$266K 0.04% 362

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

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

Diversify Wealth Management reduced its Pfizer (PFE) stake by 8% in Q2 2026, selling an estimated $268K and leaving 117,466 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #304.

Diversify Wealth Management first reported a position in PFE in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.35M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Diversify Wealth Management held 117,466 shares of Pfizer worth $2.9M as of Q2 2026.
  • Diversify Wealth Management sold 10,261 Pfizer shares in Q2 2026, an estimated $268K.
  • Pfizer made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Diversify Wealth Management first reported a position in Pfizer in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Pfizer position peaked at $3.35M in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.