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Measured Wealth Private Client Group’s Pfizer PFE Stock Holding History

Measured Wealth Private Client Group’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 		$55K Hold
2,283
– – 0.01% 314
2026
Q1 		$64.1K Hold
2,283
– – 0.02% 267
2025
Q4 		$56.8K Sell
2,283
-347
-13% -$8.75K 0.02% 297
2025
Q3 		$67K Buy
+2,630
New +$64.9K 0.02% 272
2023
Q4 		– Sell
-8,281
Closed -$275K – 186
2023
Q3 		$275K Sell
8,281
-461
-5% -$16.3K 0.11% 131
2023
Q2 		$321K Sell
8,742
-1,079
-11% -$42K 0.12% 130
2023
Q1 		$401K Sell
9,821
-2,681
-21% -$116K 0.15% 104
2022
Q4 		$641K Sell
12,502
-5,736
-31% -$275K 0.26% 55
2022
Q3 		$798K Sell
18,238
-2,121
-10% -$103K 0.35% 39
2022
Q2 		$1.07M Buy
20,359
+5,696
+39% +$290K 0.47% 30
2022
Q1 		$759K Buy
14,663
+5,086
+53% +$264K 0.28% 45
2021
Q4 		$566K Hold
9,577
– – 0.2% 67
2021
Q3 		$412K Sell
9,577
-602
-6% -$26.7K 0.16% 82
2021
Q2 		$399K Hold
10,179
– – 0.13% 104
2021
Q1 		$369K Sell
10,179
-250
-2% -$8.88K 0.13% 94
2020
Q4 		$384K Sell
10,429
-3,551
-25% -$130K 0.16% 74
2020
Q3 		$487K Buy
13,980
+321
+2% +$11.3K 0.24% 63
2020
Q2 		$424K Buy
13,659
+1,452
+12% +$49.3K 0.25% 54
2020
Q1 		$378K Sell
12,207
-2,077
-15% -$70.8K 0.29% 52
2019
Q4 		$531K Sell
14,284
-3,475
-20% -$124K 0.35% 40
2019
Q3 		$605K Sell
17,759
-14,997
-46% -$545K 0.39% 44
2019
Q2 		$1.35M Sell
32,756
-6,580
-17% -$261K 0.78% 22
2019
Q1 		$1.58M Buy
39,336
+5,144
+15% +$206K 0.98% 17
2018
Q4 		$1.42M Sell
34,192
-5,582
-14% -$232K 1.28% 15
2018
Q3 		$1.66M Buy
39,774
+408
+1% +$15.7K 1% 13
2018
Q2 		$1.35M Buy
+39,366
New +$1.35M 1.1% 15
2017
Q3 		$824K Buy
+24,341
New +$782K 1.13% 23

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

Measured Wealth Private Client Group's PFE Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Pfizer (PFE) position steady in Q2 2026 at 2,283 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #314.

Measured Wealth Private Client Group first reported a position in PFE in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.66M in Q3 2018. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Measured Wealth Private Client Group held 2,283 shares of Pfizer worth $55K as of Q2 2026.
  • Measured Wealth Private Client Group left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #314 holding.
  • Measured Wealth Private Client Group first reported a position in Pfizer in Q3 2017 and has held it in 27 quarters since.
  • Measured Wealth Private Client Group's Pfizer position peaked at $1.66M in Q3 2018.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.