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Ethos Financial Group’s Pfizer PFE Stock Holding History

Ethos Financial 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 		$1.28M Buy
52,416
+22,471
+75% +$588K 0.09% 197
2026
Q1 		$778K Sell
29,945
-320
-1% -$8.52K 0.06% 241
2025
Q4 		$754K Buy
30,265
+8,705
+40% +$220K 0.06% 238
2025
Q3 		$549K Sell
21,560
-14,259
-40% -$352K 0.04% 254
2025
Q2 		$868K Buy
35,819
+24,429
+214% +$570K 0.07% 184
2025
Q1 		$302K Hold
11,390
– – 0.03% 319
2024
Q4 		$302K Buy
11,390
+2,044
+22% +$55.4K 0.04% 220
2024
Q3 		$270K Sell
9,346
-479
-5% -$14K 0.04% 220
2024
Q2 		$275K Sell
9,825
-4,996
-34% -$138K 0.05% 212
2024
Q1 		$411K Sell
14,821
-112
-0.8% -$3.11K 0.08% 169
2023
Q4 		$430K Sell
14,933
-1,956
-12% -$59.1K 0.09% 152
2023
Q3 		$560K Buy
16,889
+6,763
+67% +$239K 0.14% 87
2023
Q2 		$413K Hold
10,126
– – 0.14% 81
2023
Q1 		$413K Sell
10,126
-180
-2% -$7.77K 0.13% 97
2022
Q4 		$534K Buy
+10,306
New +$494K 0.18% 73

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

Ethos Financial Group's PFE Position: Q2 2026 in Review

Ethos Financial Group increased its Pfizer (PFE) stake by 75% in Q2 2026, buying an estimated $588K and bringing the position to 52,416 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #197.

Ethos Financial Group first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Ethos Financial Group held 52,416 shares of Pfizer worth $1.28M as of Q2 2026.
  • Ethos Financial Group bought 22,471 Pfizer shares in Q2 2026, an estimated $588K.
  • Pfizer made up 0.09% of Ethos Financial Group's portfolio in Q2 2026, its #197 holding.
  • Ethos Financial Group first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.