GDS Wealth Management’s Pfizer PFE Stock Holding History

GDS 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	$322K	Buy	+13,368	New	+$350K	0.02%	183
2024 Q2	–	Sell	-9,846	Closed	-$273K	–	148
2024 Q1	$273K	Sell	9,846 -1,643	-14%	-$45.6K	0.03%	114
2023 Q4	$331K	Sell	11,489 -191	-2%	-$5.77K	0.04%	105
2023 Q3	$387K	Sell	11,680 -1,568	-12%	-$55.4K	0.06%	87
2023 Q2	$486K	Sell	13,248 -745	-5%	-$29K	0.08%	82
2023 Q1	$571K	Sell	13,993 -7,538	-35%	-$326K	0.1%	70
2022 Q4	$1.1M	Sell	21,531 -5,122	-19%	-$246K	0.21%	53
2022 Q3	$1.17M	Sell	26,653 -314	-1%	-$15.3K	0.26%	51
2022 Q2	$1.41M	Sell	26,967 -526	-2%	-$26.8K	0.32%	50
2022 Q1	$1.43M	Buy	27,493 +16	+0.1%	+$830	0.31%	53
2021 Q4	$1.62M	Buy	+27,477	New	+$1.36M	0.36%	51

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

GDS Wealth Management opened a new position in Pfizer (PFE) in Q2 2026: 13,368 shares worth $322K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: GDS Wealth Management previously reported a position in PFE as recently as Q1 2024.

GDS Wealth Management first reported a position in PFE in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2021. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

GDS Wealth Management held 13,368 shares of Pfizer worth $322K as of Q2 2026.
Pfizer was a new GDS Wealth Management position in Q2 2026.
Pfizer made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #183 holding.
GDS Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 11 quarters since.
GDS Wealth Management's Pfizer position peaked at $1.62M in Q4 2021.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.