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Dopkins Wealth Management’s Pfizer PFE Stock Holding History

Dopkins 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 		$343K Buy
14,258
+358
+3% +$9.37K 0.12% 67
2026
Q1 		$390K Buy
13,900
+1,000
+8% +$26.6K 0.16% 58
2025
Q4 		$321K Buy
+12,900
New +$325K 0.13% 66

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

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

Dopkins Wealth Management increased its Pfizer (PFE) stake by 2.6% in Q2 2026, buying an estimated $9.37K and bringing the position to 14,258 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #67.

Dopkins Wealth Management first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $390K in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Dopkins Wealth Management held 14,258 shares of Pfizer worth $343K as of Q2 2026.
  • Dopkins Wealth Management bought 358 Pfizer shares in Q2 2026, an estimated $9.37K.
  • Pfizer made up 0.12% of Dopkins Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Dopkins Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Dopkins Wealth Management's Pfizer position peaked at $390K in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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