EFH
PFE icon

Eaton Financial Holdings’s Pfizer PFE Stock Holding History

Eaton Financial Holdings’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 		$929K Buy
38,591
+7,251
+23% +$190K 0.26% 66
2026
Q1 		$880K Buy
31,340
+212
+0.7% +$5.64K 0.29% 72
2025
Q4 		$775K Buy
31,128
+3,166
+11% +$79.8K 0.21% 78
2025
Q3 		$712K Buy
27,962
+4,291
+18% +$106K 0.2% 77
2025
Q2 		$574K Buy
+23,671
New +$552K 0.18% 77
2024
Q4 		– Sell
-13,180
Closed -$381K – 67
2024
Q3 		$381K Buy
+13,180
New +$384K 0.16% 56
2024
Q1 		$410K Sell
14,757
-1,581
-10% -$43.9K 0.21% 50
2023
Q4 		$470K Sell
16,338
-19,859
-55% -$600K 0.11% 127
2023
Q3 		$1.2M Sell
36,197
-2,339
-6% -$82.7K 0.32% 78
2023
Q2 		$1.41M Buy
38,536
+206
+0.5% +$8.02K 1.07% 19
2023
Q1 		$1.56M Sell
38,330
-779
-2% -$33.6K 1.22% 18
2022
Q4 		$2M Buy
+39,109
New +$1.88M 1.71% 13

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

Eaton Financial Holdings's PFE Position: Q2 2026 in Review

Eaton Financial Holdings increased its Pfizer (PFE) stake by 23% in Q2 2026, buying an estimated $190K and bringing the position to 38,591 shares worth $929K. The position accounts for 0.26% of the portfolio, ranked #66.

Eaton Financial Holdings first reported a position in PFE in Q4 2022 and has held it in 12 quarters since. The position peaked at $2M in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Eaton Financial Holdings held 38,591 shares of Pfizer worth $929K as of Q2 2026.
  • Eaton Financial Holdings bought 7,251 Pfizer shares in Q2 2026, an estimated $190K.
  • Pfizer made up 0.26% of Eaton Financial Holdings's portfolio in Q2 2026, its #66 holding.
  • Eaton Financial Holdings first reported a position in Pfizer in Q4 2022 and has held it in 12 quarters since.
  • Eaton Financial Holdings's Pfizer position peaked at $2M in Q4 2022.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.