HGWM
PFE icon

Horst & Graben Wealth Management’s Pfizer PFE Stock Holding History

Horst & Graben 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 		$320K Sell
13,421
-67
-0.5% -$1.75K 0.04% 159
2026
Q1 		$361K Buy
13,488
+187
+1% +$4.98K 0.05% 139
2025
Q4 		$331K Buy
13,301
+67
+0.5% +$1.69K 0.05% 131
2025
Q3 		$337K Buy
13,234
+140
+1% +$3.46K 0.05% 133
2025
Q2 		$317K Buy
13,094
+285
+2% +$6.65K 0.05% 129
2025
Q1 		$325K Buy
12,809
+249
+2% +$6.52K 0.06% 120
2024
Q4 		$333K Buy
12,560
+199
+2% +$5.4K 0.06% 112
2024
Q3 		$358K Sell
12,361
-692
-5% -$20.2K 0.06% 106
2024
Q2 		$365K Sell
13,053
-37
-0.3% -$1.02K 0.07% 99
2024
Q1 		$363K Buy
13,090
+39
+0.3% +$1.08K 0.07% 98
2023
Q4 		$376K Sell
13,051
-260
-2% -$7.86K 0.08% 94
2023
Q3 		$442K Buy
13,311
+193
+1% +$6.83K 0.11% 83
2023
Q2 		$481K Buy
13,118
+8,181
+166% +$318K 0.11% 74
2023
Q1 		$201K Buy
4,937
+49
+1% +$2.12K 0.05% 127
2022
Q4 		$250K Buy
4,888
+39
+0.8% +$1.87K 0.07% 115
2022
Q3 		$212K Buy
4,849
+41
+0.9% +$1.99K 0.06% 117
2022
Q2 		$252K Buy
4,808
+38
+0.8% +$1.94K 0.07% 114
2022
Q1 		$247K Buy
4,770
+29
+0.6% +$1.5K 0.06% 120
2021
Q4 		$280K Buy
4,741
+31
+0.7% +$1.54K 0.07% 111
2021
Q3 		$203K Buy
+4,710
New +$209K 0.06% 130

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

Horst & Graben Wealth Management's PFE Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Pfizer (PFE) stake by 0.5% in Q2 2026, selling an estimated $1.75K and leaving 13,421 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #159.

Horst & Graben Wealth Management first reported a position in PFE in Q3 2021 and has held it in 20 quarters since. The position peaked at $481K in Q2 2023. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Horst & Graben Wealth Management held 13,421 shares of Pfizer worth $320K as of Q2 2026.
  • Horst & Graben Wealth Management sold 67 Pfizer shares in Q2 2026, an estimated $1.75K.
  • Pfizer made up 0.04% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Horst & Graben Wealth Management first reported a position in Pfizer in Q3 2021 and has held it in 20 quarters since.
  • Horst & Graben Wealth Management's Pfizer position peaked at $481K in Q2 2023.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.