Heritage Wealth Management (Ohio)’s Pfizer PFE Stock Holding History

Heritage Wealth Management (Ohio)’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	$500K	Buy	+20,775	New	+$543K	0.12%	163
2026 Q1	–	Sell	-25,353	Closed	-$631K	–	220
2025 Q4	$631K	Sell	25,353 -2,736	-10%	-$69K	0.18%	125
2025 Q3	$716K	Sell	28,089 -200	-0.7%	-$4.94K	0.21%	110
2025 Q2	$686K	Sell	28,289 -5,325	-16%	-$124K	0.22%	108
2025 Q1	$852K	Buy	33,614 +68	+0.2%	+$1.78K	0.29%	86
2024 Q4	$890K	Sell	33,546 -13,300	-28%	-$361K	0.3%	86
2024 Q3	$1.36M	Sell	46,846 -1,316	-3%	-$38.4K	0.44%	60
2024 Q2	$1.35M	Buy	+48,162	New	+$1.33M	0.45%	60

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 $3.37T AUM 44.26% 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

Heritage Wealth Management (Ohio)'s PFE Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Pfizer (PFE) in Q2 2026: 20,775 shares worth $500K. The stake represents 0.12% of the portfolio and ranks #163 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in PFE as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in PFE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q3 2024. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Heritage Wealth Management (Ohio) held 20,775 shares of Pfizer worth $500K as of Q2 2026.
Pfizer was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Pfizer made up 0.12% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #163 holding.
Heritage Wealth Management (Ohio) first reported a position in Pfizer in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Pfizer position peaked at $1.36M in Q3 2024.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.