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Estate Planners Group’s Pfizer PFE Stock Holding History

Estate Planners Group’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 		$281K Buy
11,661
+172
+1% +$4.5K 0.13% 56
2026
Q1 		$323K Buy
11,489
+167
+1% +$4.45K 0.16% 54
2025
Q4 		$282K Buy
+11,322
New +$286K 0.12% 52

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

Estate Planners Group's PFE Position: Q2 2026 in Review

Estate Planners Group increased its Pfizer (PFE) stake by 1.5% in Q2 2026, buying an estimated $4.5K and bringing the position to 11,661 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #56.

Estate Planners Group first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Estate Planners Group held 11,661 shares of Pfizer worth $281K as of Q2 2026.
  • Estate Planners Group bought 172 Pfizer shares in Q2 2026, an estimated $4.5K.
  • Pfizer made up 0.13% of Estate Planners Group's portfolio in Q2 2026, its #56 holding.
  • Estate Planners Group first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's Pfizer position peaked at $323K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.