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Mosley Wealth Management’s Pfizer PFE Stock Holding History

Mosley 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 		$12K Sell
499
-411
-45% -$10.8K ﹤0.01% 373
2026
Q1 		$23.2K Buy
+910
New +$24.2K 0.01% 247

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mosley Wealth Management reduced its Pfizer (PFE) stake by 45% in Q2 2026, selling an estimated $10.8K and leaving 499 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Mosley Wealth Management first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.2K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Mosley Wealth Management held 499 shares of Pfizer worth $12K as of Q2 2026.
  • Mosley Wealth Management sold 411 Pfizer shares in Q2 2026, an estimated $10.8K.
  • Pfizer made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Mosley Wealth Management first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Pfizer position peaked at $23.2K in Q1 2026.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.