Holistic Planning’s Pfizer PFE Stock Holding History

Holistic 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 Q2	$980K	Sell	40,712 -1,403	-3%	-$36.7K	0.15%	135
2026 Q1	$1.18M	Sell	42,115 -3,464	-8%	-$92.2K	0.24%	91
2025 Q4	$1.13M	Sell	45,579 -4,211	-8%	-$106K	0.24%	87
2025 Q3	$1.27M	Sell	49,790 -2,634	-5%	-$65K	0.33%	61
2025 Q2	$1.27M	Buy	52,424 +1,180	+2%	+$27.5K	0.36%	53
2025 Q1	$1.3M	Sell	51,244 -329	-0.6%	-$8.61K	0.44%	44
2024 Q4	$1.37M	Buy	51,573 +5,209	+11%	+$141K	0.5%	39
2024 Q3	$1.34M	Buy	46,364 +31,681	+216%	+$924K	0.57%	37
2024 Q2	$407K	Hold	14,683	–	–	0.31%	71
2024 Q1	$407K	Sell	14,683 -1,167	-7%	-$32.4K	0.31%	71
2023 Q4	$456K	Buy	+15,850	New	+$479K	0.38%	63

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

Holistic Planning's PFE Position: Q2 2026 in Review

Holistic Planning reduced its Pfizer (PFE) stake by 3.3% in Q2 2026, selling an estimated $36.7K and leaving 40,712 shares worth $980K. The position accounts for 0.15% of the portfolio, ranked #135.

Holistic Planning first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q4 2024. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Holistic Planning held 40,712 shares of Pfizer worth $980K as of Q2 2026.
Holistic Planning sold 1,403 Pfizer shares in Q2 2026, an estimated $36.7K.
Pfizer made up 0.15% of Holistic Planning's portfolio in Q2 2026, its #135 holding.
Holistic Planning first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Pfizer position peaked at $1.37M in Q4 2024.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.