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GeoWealth Management’s Pfizer PFE Stock Holding History

GeoWealth 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 		$836K Buy
34,730
+2,346
+7% +$61.4K 0.03% 368
2026
Q1 		$909K Buy
32,384
+9,382
+41% +$250K 0.03% 315
2025
Q4 		$573K Sell
23,002
-6,631
-22% -$167K 0.02% 408
2025
Q3 		$755K Buy
29,633
+11,592
+64% +$286K 0.03% 363
2025
Q2 		$437K Buy
18,041
+6,101
+51% +$142K 0.02% 431
2025
Q1 		$303K Sell
11,940
-8,823
-42% -$231K 0.01% 551
2024
Q4 		$551K Sell
20,763
-13,981
-40% -$379K 0.02% 448
2024
Q3 		$1.01M Sell
34,744
-3,042
-8% -$88.7K 0.04% 308
2024
Q2 		$1.06M Buy
37,786
+9,147
+32% +$252K 0.05% 256
2024
Q1 		$795K Buy
28,639
+6,009
+27% +$167K 0.03% 338
2023
Q4 		$651K Buy
22,630
+20,658
+1,048% +$624K 0.05% 280
2023
Q3 		$65K Buy
1,972
+915
+87% +$32.4K 0.01% 373
2023
Q2 		$39K Sell
1,057
-134
-11% -$5.22K ﹤0.01% 339
2023
Q1 		$49K Buy
+1,191
New +$51.4K 0.01% 289

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

GeoWealth Management's PFE Position: Q2 2026 in Review

GeoWealth Management increased its Pfizer (PFE) stake by 7.2% in Q2 2026, buying an estimated $61.4K and bringing the position to 34,730 shares worth $836K. The position accounts for 0.03% of the portfolio, ranked #368.

GeoWealth Management first reported a position in PFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2024. 2,824 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • GeoWealth Management held 34,730 shares of Pfizer worth $836K as of Q2 2026.
  • GeoWealth Management bought 2,346 Pfizer shares in Q2 2026, an estimated $61.4K.
  • Pfizer made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #368 holding.
  • GeoWealth Management first reported a position in Pfizer in Q1 2023 and has held it in 14 quarters since.
  • GeoWealth Management's Pfizer position peaked at $1.06M in Q2 2024.
  • 2,824 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.