High Point Wealth Management’s Pfizer PFE Stock Holding History

High Point Wealth 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	–	Sell	-100	Closed	-$2.81K	–	257
2026 Q1	$2.81K	Buy	+100	New	+$2.66K	﹤0.01%	240

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

High Point Wealth Management's PFE Position: Q2 2026 in Review

High Point Wealth Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 100 shares — an estimated $2.81K sold.

High Point Wealth Management first reported a position in PFE in Q1 2026 and held it in 1 quarter. The position peaked at $2.81K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

High Point Wealth Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
High Point Wealth Management sold 100 Pfizer shares in Q2 2026, an estimated $2.81K.
High Point Wealth Management first reported a position in Pfizer in Q1 2026 and held it in 1 quarter.
High Point Wealth Management's Pfizer position peaked at $2.81K in Q1 2026.
1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.