EWM
PFE icon

Evolution Wealth Management’s Pfizer PFE Stock Holding History

Evolution Wealth Management’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 		$30.4K Buy
1,264
+270
+27% +$7.06K 0.02% 392
2026
Q1 		$27.9K Buy
994
+566
+132% +$15.1K 0.02% 369
2025
Q4 		$10.7K Buy
428
+162
+61% +$4.08K 0.01% 437
2025
Q3 		$6.78K Sell
266
-582
-69% -$14.4K 0.01% 408
2025
Q2 		$20.6K Buy
+848
New +$19.8K 0.03% 278

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

Evolution Wealth Management's PFE Position: Q2 2026 in Review

Evolution Wealth Management increased its Pfizer (PFE) stake by 27% in Q2 2026, buying an estimated $7.06K and bringing the position to 1,264 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #392.

Evolution Wealth Management first reported a position in PFE in Q2 2025 and has held it in 5 quarters since. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Evolution Wealth Management held 1,264 shares of Pfizer worth $30.4K as of Q2 2026.
  • Evolution Wealth Management bought 270 Pfizer shares in Q2 2026, an estimated $7.06K.
  • Pfizer made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #392 holding.
  • Evolution Wealth Management first reported a position in Pfizer in Q2 2025 and has held it in 5 quarters since.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.