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Modern Wealth Management’s Pfizer PFE Stock Holding History

Modern 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 		$1.91M Buy
79,117
+15,933
+25% +$417K 0.02% 399
2026
Q1 		$1.8M Buy
63,184
+17,665
+39% +$470K 0.03% 320
2025
Q4 		$1.13M Sell
45,519
-2,732
-6% -$68.9K 0.02% 389
2025
Q3 		$1.23M Sell
48,251
-754
-2% -$18.6K 0.02% 350
2025
Q2 		$1.19M Buy
49,005
+4,220
+9% +$98.4K 0.03% 336
2025
Q1 		$1.13M Buy
44,785
+13,104
+41% +$343K 0.04% 289
2024
Q4 		$840K Buy
31,681
+3,803
+14% +$103K 0.03% 281
2024
Q3 		$807K Buy
27,878
+9,074
+48% +$265K 0.05% 189
2024
Q2 		$526K Buy
18,804
+909
+5% +$25K 0.04% 211
2024
Q1 		$497K Buy
17,895
+10,242
+134% +$284K 0.05% 172
2023
Q4 		$220K Buy
+7,653
New +$231K 0.03% 177

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

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

Modern Wealth Management increased its Pfizer (PFE) stake by 25% in Q2 2026, buying an estimated $417K and bringing the position to 79,117 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #399.

Modern Wealth Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Modern Wealth Management held 79,117 shares of Pfizer worth $1.91M as of Q2 2026.
  • Modern Wealth Management bought 15,933 Pfizer shares in Q2 2026, an estimated $417K.
  • Pfizer made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Modern Wealth Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.