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Elevated Private Wealth’s Pfizer PFE Stock Holding History

Elevated Private Wealth’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 		$845K Buy
+35,087
New +$918K 0.8% 47
2025
Q4 		$900K Buy
+36,151
New +$912K 0.93% 53

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

Elevated Private Wealth's PFE Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Pfizer (PFE) in Q2 2026: 35,087 shares worth $845K. The stake represents 0.8% of the portfolio and ranks #47 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in PFE as recently as Q4 2025.

Elevated Private Wealth first reported a position in PFE in Q4 2025 and has held it in 2 quarters since. The position peaked at $900K in Q4 2025. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Elevated Private Wealth held 35,087 shares of Pfizer worth $845K as of Q2 2026.
  • Pfizer was a new Elevated Private Wealth position in Q2 2026.
  • Pfizer made up 0.8% of Elevated Private Wealth's portfolio in Q2 2026, its #47 holding.
  • Elevated Private Wealth first reported a position in Pfizer in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Pfizer position peaked at $900K in Q4 2025.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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