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High Note Wealth’s Pfizer PFE Stock Holding History

High Note Wealth’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 		$156K Sell
6,475
-368
-5% -$9.63K 0.03% 131
2026
Q1 		$192K Buy
6,843
+319
+5% +$8.49K 0.04% 110
2025
Q4 		$162K Sell
6,524
-762
-10% -$19.2K 0.03% 117
2025
Q3 		$186K Sell
7,286
-195
-3% -$4.81K 0.04% 110
2025
Q2 		$181K Sell
7,481
-1,165
-13% -$27.2K 0.04% 111
2025
Q1 		$219K Buy
8,646
+61
+0.7% +$1.6K 0.05% 95
2024
Q4 		$228K Sell
8,585
-23
-0.3% -$624 0.06% 92
2024
Q3 		$249K Buy
8,608
+8
+0.1% +$233 0.07% 90
2024
Q2 		$241K Buy
8,600
+199
+2% +$5.48K 0.07% 88
2024
Q1 		$233K Sell
8,401
-144
-2% -$4K 0.08% 87
2023
Q4 		$246K Sell
8,545
-3,209
-27% -$97K 0.09% 84
2023
Q3 		$390K Buy
11,754
+39
+0.3% +$1.38K 0.16% 71
2023
Q2 		$430K Sell
11,715
-318
-3% -$12.4K 0.18% 69
2023
Q1 		$491K Sell
12,033
-8
-0.1% -$346 0.2% 64
2022
Q4 		$617K Buy
12,041
+105
+0.9% +$5.03K 0.26% 59
2022
Q3 		$546K Buy
11,936
+2,363
+25% +$115K 0.22% 63
2022
Q2 		$502K Buy
+9,573
New +$488K 0.2% 69

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

High Note Wealth's PFE Position: Q2 2026 in Review

High Note Wealth reduced its Pfizer (PFE) stake by 5.4% in Q2 2026, selling an estimated $9.63K and leaving 6,475 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #131.

High Note Wealth first reported a position in PFE in Q2 2022 and has held it in 17 quarters since. The position peaked at $617K in Q4 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • High Note Wealth held 6,475 shares of Pfizer worth $156K as of Q2 2026.
  • High Note Wealth sold 368 Pfizer shares in Q2 2026, an estimated $9.63K.
  • Pfizer made up 0.03% of High Note Wealth's portfolio in Q2 2026, its #131 holding.
  • High Note Wealth first reported a position in Pfizer in Q2 2022 and has held it in 17 quarters since.
  • High Note Wealth's Pfizer position peaked at $617K in Q4 2022.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.