Marin Bay Wealth Advisors’s Pfizer PFE Stock Holding History

Marin Bay Wealth Advisors’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	-9,379	Closed	-$232K	–	135
2026 Q1	$232K	Buy	9,379 +1,238	+15%	+$33K	0.14%	109
2025 Q4	$203K	Buy	+8,141	New	+$205K	0.12%	117

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

Marin Bay Wealth Advisors's PFE Position: Q2 2026 in Review

Marin Bay Wealth Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 9,379 shares — an estimated $232K sold.

Marin Bay Wealth Advisors first reported a position in PFE in Q4 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2026. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Marin Bay Wealth Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Marin Bay Wealth Advisors sold 9,379 Pfizer shares in Q2 2026, an estimated $232K.
Marin Bay Wealth Advisors first reported a position in Pfizer in Q4 2025 and held it in 2 quarters.
Marin Bay Wealth Advisors's Pfizer position peaked at $232K in Q1 2026.
2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.