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Financial Gravity Companies’s Pfizer PFE Stock Holding History

Financial Gravity Companies’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 		$24.9K Buy
+1,035
New +$27.1K ﹤0.01% 429
2025
Q2 		$21.7K Buy
+897
New +$20.9K ﹤0.01% 441
2024
Q4 		$19K Buy
715
+278
+64% +$7.54K ﹤0.01% 454
2024
Q3 		$12.6K Buy
+437
New +$12.7K ﹤0.01% 319
2018
Q4 		$314K Buy
+7,721
New +$321K 0.29% 60
2018
Q1 		$269K Buy
8,136
+144
+2% +$4.95K 0.28% 62
2017
Q4 		$281K Buy
+7,992
New +$273K 0.32% 56

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's PFE Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Pfizer (PFE) in Q2 2026: 1,035 shares worth $24.9K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PFE as recently as Q2 2025.

Financial Gravity Companies first reported a position in PFE in Q4 2017 and has held it in 7 quarters since. The position peaked at $314K in Q4 2018. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Financial Gravity Companies held 1,035 shares of Pfizer worth $24.9K as of Q2 2026.
  • Pfizer was a new Financial Gravity Companies position in Q2 2026.
  • Pfizer made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #429 holding.
  • Financial Gravity Companies first reported a position in Pfizer in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Pfizer position peaked at $314K in Q4 2018.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.