Focus Partners Wealth
PFE icon

Focus Partners Wealth’s Pfizer PFE Stock Holding History

Focus Partners 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 		$64.9M Sell
2,693,994
-348,758
-11% -$9.12M 0.07% 267
2026
Q1 		$85.4M Buy
3,042,752
+612,450
+25% +$16.3M 0.1% 203
2025
Q4 		$60.7M Buy
2,430,302
+464,687
+24% +$11.7M 0.07% 251
2025
Q3 		$50.1M Buy
1,965,615
+551,274
+39% +$13.6M 0.08% 213
2025
Q2 		$34.3M Sell
1,414,341
-87,848
-6% -$2.05M 0.07% 246
2025
Q1 		$38.1M Buy
1,502,189
+180,022
+14% +$4.71M 0.1% 213
2024
Q4 		$35.1M Buy
1,322,167
+529,788
+67% +$14.4M 0.09% 217
2024
Q3 		$22.6M Sell
792,379
-700,409
-47% -$20.4M 0.07% 269
2024
Q2 		$41.8M Buy
1,492,788
+850,610
+132% +$23.4M 0.14% 151
2024
Q1 		$17.8M Buy
642,178
+343,318
+115% +$9.53M 0.14% 159
2023
Q4 		$8.6M Buy
+298,860
New +$9.03M 0.11% 172

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

Focus Partners Wealth's PFE Position: Q2 2026 in Review

Focus Partners Wealth reduced its Pfizer (PFE) stake by 11% in Q2 2026, selling an estimated $9.12M and leaving 2,693,994 shares worth $64.9M. The position accounts for 0.07% of the portfolio, ranked #267.

Focus Partners Wealth first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $85.4M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Focus Partners Wealth held 2,693,994 shares of Pfizer worth $64.9M as of Q2 2026.
  • Focus Partners Wealth sold 348,758 Pfizer shares in Q2 2026, an estimated $9.12M.
  • Pfizer made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #267 holding.
  • Focus Partners Wealth first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Pfizer position peaked at $85.4M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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