Estate Counselors’s Pfizer PFE Stock Holding History

Estate Counselors’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	$530K	Buy	22,000 +7,000	+47%	+$183K	0.05%	76
2026 Q1	$421K	Hold	15,000	–	–	0.04%	80
2025 Q4	$374K	Buy	15,000 +5,000	+50%	+$126K	0.03%	81
2025 Q3	$255K	Buy	+10,000	New	+$247K	0.02%	85
2020 Q4	–	Sell	-11,984	Closed	-$417K	–	138
2020 Q3	$417K	Hold	11,984	–	–	0.06%	107
2020 Q2	$371K	Buy	+11,984	New	+$407K	0.06%	116

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Estate Counselors's PFE Position: Q2 2026 in Review

Estate Counselors increased its Pfizer (PFE) stake by 47% in Q2 2026, buying an estimated $183K and bringing the position to 22,000 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #76.

Estate Counselors first reported a position in PFE in Q2 2020 and has held it in 6 quarters since. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Estate Counselors held 22,000 shares of Pfizer worth $530K as of Q2 2026.
Estate Counselors bought 7,000 Pfizer shares in Q2 2026, an estimated $183K.
Pfizer made up 0.05% of Estate Counselors's portfolio in Q2 2026, its #76 holding.
Estate Counselors first reported a position in Pfizer in Q2 2020 and has held it in 6 quarters since.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.