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Evolve Private Wealth’s Pfizer PFE Stock Holding History

Evolve Private Wealth’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 		$610K Sell
25,350
-7,520
-23% -$197K 0.04% 439
2026
Q1 		$923K Buy
32,870
+1,500
+5% +$39.9K 0.05% 357
2025
Q4 		$781K Buy
+31,370
New +$791K 0.05% 371

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

Evolve Private Wealth's PFE Position: Q2 2026 in Review

Evolve Private Wealth reduced its Pfizer (PFE) stake by 23% in Q2 2026, selling an estimated $197K and leaving 25,350 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #439.

Evolve Private Wealth first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $923K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Evolve Private Wealth held 25,350 shares of Pfizer worth $610K as of Q2 2026.
  • Evolve Private Wealth sold 7,520 Pfizer shares in Q2 2026, an estimated $197K.
  • Pfizer made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #439 holding.
  • Evolve Private Wealth first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Pfizer position peaked at $923K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.