MWM
PFE icon

Mindset Wealth Management’s Pfizer PFE Stock Holding History

Mindset 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 		$321K Buy
13,340
+5,807
+77% +$152K 0.06% 132
2026
Q1 		$212K Buy
+7,533
New +$201K 0.06% 162
2025
Q2 		– Sell
-8,209
Closed -$208K – 161
2025
Q1 		$208K Buy
8,209
+495
+6% +$13K 0.08% 134
2024
Q4 		$205K Buy
+7,714
New +$209K 0.07% 127

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

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

Mindset Wealth Management increased its Pfizer (PFE) stake by 77% in Q2 2026, buying an estimated $152K and bringing the position to 13,340 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #132.

Mindset Wealth Management first reported a position in PFE in Q4 2024 and has held it in 4 quarters since. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Mindset Wealth Management held 13,340 shares of Pfizer worth $321K as of Q2 2026.
  • Mindset Wealth Management bought 5,807 Pfizer shares in Q2 2026, an estimated $152K.
  • Pfizer made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Mindset Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 4 quarters since.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.