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MBL Wealth’s Pfizer PFE Stock Holding History

MBL Wealth’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 		$506K Buy
21,003
+3,310
+19% +$86.6K 0.03% 211
2026
Q1 		$497K Buy
17,693
+1,186
+7% +$31.6K 0.04% 201
2025
Q4 		$411K Buy
16,507
+2,142
+15% +$54K 0.03% 202
2025
Q3 		$366K Sell
14,365
-1,399
-9% -$34.5K 0.03% 182
2025
Q2 		$382K Buy
15,764
+3,094
+24% +$72.2K 0.04% 166
2025
Q1 		$321K Buy
+12,670
New +$332K 0.03% 170
2024
Q4 		– Sell
-7,766
Closed -$225K – 227
2024
Q3 		$225K Buy
7,766
+402
+5% +$11.7K 0.02% 191
2024
Q2 		$206K Buy
+7,364
New +$203K 0.02% 195
2023
Q4 		– Sell
-6,267
Closed -$208K – 193
2023
Q3 		$208K Buy
6,267
+29
+0.5% +$1.03K 0.03% 162
2023
Q2 		$229K Sell
6,238
-5,398
-46% -$210K 0.03% 157
2023
Q1 		$475K Sell
11,636
-701
-6% -$30.3K 0.07% 102
2022
Q4 		$632K Sell
12,337
-35
-0.3% -$1.68K 0.12% 86
2022
Q3 		$541K Buy
12,372
+520
+4% +$25.3K 0.12% 91
2022
Q2 		$622K Buy
11,852
+949
+9% +$48.4K 0.16% 79
2022
Q1 		$564K Buy
+10,903
New +$566K 0.14% 89
2021
Q3 		$451K Buy
+10,479
New +$464K 0.16% 63
2021
Q1 		$379K Buy
10,467
+1,162
+12% +$41.3K 0.13% 104
2020
Q4 		$343K Buy
+9,305
New +$341K 0.14% 94

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MBL Wealth's PFE Position: Q2 2026 in Review

MBL Wealth increased its Pfizer (PFE) stake by 19% in Q2 2026, buying an estimated $86.6K and bringing the position to 21,003 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #211.

MBL Wealth first reported a position in PFE in Q4 2020 and has held it in 18 quarters since. The position peaked at $632K in Q4 2022. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • MBL Wealth held 21,003 shares of Pfizer worth $506K as of Q2 2026.
  • MBL Wealth bought 3,310 Pfizer shares in Q2 2026, an estimated $86.6K.
  • Pfizer made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #211 holding.
  • MBL Wealth first reported a position in Pfizer in Q4 2020 and has held it in 18 quarters since.
  • MBL Wealth's Pfizer position peaked at $632K in Q4 2022.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.