Envestnet Portfolio Solutions
PFE icon

Envestnet Portfolio Solutions’s Pfizer PFE Stock Holding History

Envestnet Portfolio Solutions’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 		$4.33M Buy
179,745
+24,744
+16% +$647K 0.02% 351
2026
Q1 		$4.35M Sell
155,001
-88,650
-36% -$2.36M 0.02% 310
2025
Q4 		$6.07M Buy
243,651
+378
+0.2% +$9.53K 0.02% 327
2025
Q3 		$6.2M Sell
243,273
-3,441
-1% -$84.9K 0.02% 308
2025
Q2 		$5.98M Sell
246,714
-100,429
-29% -$2.34M 0.02% 319
2025
Q1 		$8.8M Sell
347,143
-253,223
-42% -$6.63M 0.03% 251
2024
Q4 		$15.9M Buy
600,366
+20,991
+4% +$569K 0.05% 168
2024
Q3 		$16.8M Buy
579,375
+4,041
+0.7% +$118K 0.05% 171
2024
Q2 		$16.1M Buy
575,334
+21,167
+4% +$583K 0.06% 171
2024
Q1 		$15.4M Buy
554,167
+115,725
+26% +$3.21M 0.06% 170
2023
Q4 		$12.6M Sell
438,442
-10,359
-2% -$313K 0.05% 181
2023
Q3 		$14.9M Buy
+448,801
New +$15.9M 0.07% 140

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

Envestnet Portfolio Solutions's PFE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Pfizer (PFE) stake by 16% in Q2 2026, buying an estimated $647K and bringing the position to 179,745 shares worth $4.33M. The position accounts for 0.02% of the portfolio, ranked #351.

Envestnet Portfolio Solutions first reported a position in PFE in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.8M in Q3 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Envestnet Portfolio Solutions held 179,745 shares of Pfizer worth $4.33M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 24,744 Pfizer shares in Q2 2026, an estimated $647K.
  • Pfizer made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #351 holding.
  • Envestnet Portfolio Solutions first reported a position in Pfizer in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Pfizer position peaked at $16.8M in Q3 2024.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.