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Timothy G. Youngquist 2020 Irrevocable Trust’s Pfizer PFE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-2,010
Closed -$52.6K – 385
2026
Q1 		$56.4K Buy
+2,010
New +$53.5K 0.02% 207

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's PFE Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Pfizer (PFE) in Q2 2026, closing a stake of 2,010 shares — an estimated $52.6K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in PFE in Q1 2026 and held it in 1 quarter. The position peaked at $56.4K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 2,010 Pfizer shares in Q2 2026, an estimated $52.6K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Pfizer in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Pfizer position peaked at $56.4K in Q1 2026.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.