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Maridea Wealth Management’s Pfizer PFE Stock Holding History

Maridea 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 		$280K Buy
+11,639
New +$304K 0.03% 438
2026
Q1 		– Sell
-8,450
Closed -$210K – 493
2025
Q4 		$210K Sell
8,450
-1,364
-14% -$34.4K 0.03% 383
2025
Q3 		$242K Buy
9,814
+208
+2% +$5.13K 0.04% 364
2025
Q2 		$233K Sell
9,606
-12,879
-57% -$300K 0.06% 240
2025
Q1 		$570K Sell
22,485
-4,796
-18% -$125K 0.19% 105
2024
Q4 		$724K Buy
+27,281
New +$740K 0.23% 72

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

Maridea Wealth Management's PFE Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in Pfizer (PFE) in Q2 2026: 11,639 shares worth $280K. The stake represents 0.03% of the portfolio and ranks #438 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in PFE as recently as Q4 2025.

Maridea Wealth Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $724K in Q4 2024. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Maridea Wealth Management held 11,639 shares of Pfizer worth $280K as of Q2 2026.
  • Pfizer was a new Maridea Wealth Management position in Q2 2026.
  • Pfizer made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Maridea Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Pfizer position peaked at $724K in Q4 2024.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.