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

Heritage Wealth Management (Texas)’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	$568K	Buy	+23,597	New	+$617K	0.22%	20

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 (Texas)'s PFE Position: Q2 2026 in Review

Heritage Wealth Management (Texas) opened a new position in Pfizer (PFE) in Q2 2026: 23,597 shares worth $568K. The stake represents 0.22% of the portfolio and ranks #20 among its holdings.

2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Heritage Wealth Management (Texas) held 23,597 shares of Pfizer worth $568K as of Q2 2026.
Pfizer was a new Heritage Wealth Management (Texas) position in Q2 2026.
Pfizer made up 0.22% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #20 holding.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.