MFWP
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Mosaic Family Wealth Partners’s Pfizer PFE Stock Holding History

Mosaic Family Wealth Partners’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 		$1.51M Buy
62,835
+30,502
+94% +$798K 0.1% 160
2026
Q1 		$908K Buy
32,333
+6,472
+25% +$172K 0.09% 119
2025
Q4 		$644K Sell
25,861
-38
-0.1% -$958 0.07% 131
2025
Q3 		$618K Buy
25,899
+934
+4% +$23.1K 0.07% 124
2025
Q2 		$605K Sell
24,965
-202
-0.8% -$4.71K 0.08% 120
2025
Q1 		$638K Sell
25,167
-635
-2% -$16.6K 0.09% 112
2024
Q4 		$685K Sell
25,802
-841
-3% -$22.8K 0.1% 100
2024
Q3 		$771K Buy
26,643
+1,404
+6% +$41K 0.11% 89
2024
Q2 		$706K Buy
25,239
+29
+0.1% +$798 0.11% 94
2024
Q1 		$700K Sell
25,210
-104
-0.4% -$2.89K 0.12% 96
2023
Q4 		$729K Buy
25,314
+42
+0.2% +$1.27K 0.13% 91
2023
Q3 		$838K Sell
25,272
-56
-0.2% -$1.98K 0.17% 77
2023
Q2 		$929K Buy
25,328
+11
+0% +$428 0.18% 67
2023
Q1 		$1.03M Sell
25,317
-577
-2% -$24.9K 0.22% 54
2022
Q4 		$1.33M Buy
+25,894
New +$1.24M 0.37% 43

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

Mosaic Family Wealth Partners's PFE Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Pfizer (PFE) stake by 94% in Q2 2026, buying an estimated $798K and bringing the position to 62,835 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #160.

Mosaic Family Wealth Partners first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Mosaic Family Wealth Partners held 62,835 shares of Pfizer worth $1.51M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 30,502 Pfizer shares in Q2 2026, an estimated $798K.
  • Pfizer made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Mosaic Family Wealth Partners first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.