McCarter Private Wealth Services’s Pfizer PFE Stock Holding History

McCarter Private Wealth Services’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	$691K	Buy	28,698 +2,449	+9%	+$64.1K	0.24%	93
2026 Q1	$737K	Buy	26,249 +4,665	+22%	+$124K	0.32%	72
2025 Q4	$537K	Buy	21,584 +6,750	+46%	+$170K	0.24%	87
2025 Q3	$378K	Sell	14,834 -195	-1%	-$4.81K	0.19%	96
2025 Q2	$364K	Buy	15,029 +700	+5%	+$16.3K	0.21%	85
2025 Q1	$363K	Buy	14,329 +315	+2%	+$8.24K	0.24%	71
2024 Q4	$372K	Buy	14,014 +311	+2%	+$8.44K	0.24%	72
2024 Q3	$397K	Buy	+13,703	New	+$400K	0.25%	68

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

McCarter Private Wealth Services's PFE Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Pfizer (PFE) stake by 9.3% in Q2 2026, buying an estimated $64.1K and bringing the position to 28,698 shares worth $691K. The position accounts for 0.24% of the portfolio, ranked #93.

McCarter Private Wealth Services first reported a position in PFE in Q3 2024 and has held it in 8 quarters since. The position peaked at $737K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

McCarter Private Wealth Services held 28,698 shares of Pfizer worth $691K as of Q2 2026.
McCarter Private Wealth Services bought 2,449 Pfizer shares in Q2 2026, an estimated $64.1K.
Pfizer made up 0.24% of McCarter Private Wealth Services's portfolio in Q2 2026, its #93 holding.
McCarter Private Wealth Services first reported a position in Pfizer in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Pfizer position peaked at $737K in Q1 2026.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.