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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Evolution Wealth Management's PFE Position: Q1 2026 in Review

Evolution Wealth Management increased its Pfizer (PFE) stake by 132% in Q1 2026, buying an estimated $15.1K and bringing the position to 994 shares worth $27.9K. The position accounts for 0.02% of the portfolio, ranked #369.

Evolution Wealth Management first reported a position in PFE in Q2 2025 and has held it in 4 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Evolution Wealth Management held 994 shares of Pfizer worth $27.9K as of Q1 2026.
  • Evolution Wealth Management bought 566 Pfizer shares in Q1 2026, an estimated $15.1K.
  • Pfizer made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #369 holding.
  • Evolution Wealth Management first reported a position in Pfizer in Q2 2025 and has held it in 4 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.