Harbor Asset Planning
PFE icon

Harbor Asset Planning’s Pfizer PFE Stock Holding History

Harbor Asset Planning’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
Q3 		$24.2K Hold
850
– – 0.02% 296
2026
Q2 		$20.5K Hold
850
– – 0.02% 305
2026
Q1 		$23.9K Sell
850
-327
-28% -$8.71K 0.02% 283
2025
Q4 		$29.3K Hold
1,177
– – 0.03% 259
2025
Q3 		$30K Hold
1,177
– – 0.03% 245
2025
Q2 		$28.5K Buy
+1,177
New +$27.4K 0.03% 240

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Harbor Asset Planning's PFE Position: Q3 2026 in Review

Harbor Asset Planning held its Pfizer (PFE) position steady in Q3 2026 at 850 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #296.

Harbor Asset Planning first reported a position in PFE in Q2 2025 and has held it in 6 quarters since. The position peaked at $30K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Harbor Asset Planning held 850 shares of Pfizer worth $24.2K as of Q3 2026.
  • Harbor Asset Planning left its Pfizer share count unchanged in Q3 2026.
  • Pfizer made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #296 holding.
  • Harbor Asset Planning first reported a position in Pfizer in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Pfizer position peaked at $30K in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.