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Navigoe Wealth Management’s Pfizer PFE Stock Holding History

Navigoe 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 		$22K Buy
930
+50
+6% +$1.31K 0.01% 117
2026
Q1 		$24K Hold
880
– – 0.01% 98
2025
Q4 		$21K Hold
880
– – 0.01% 109
2025
Q3 		$22K Hold
880
– – 0.01% 106
2025
Q2 		$21K Hold
880
– – 0.02% 93
2025
Q1 		$22K Hold
880
– – 0.02% 91
2024
Q4 		$23K Buy
+880
New +$23.9K 0.02% 88

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

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

Navigoe Wealth Management increased its Pfizer (PFE) stake by 5.7% in Q2 2026, buying an estimated $1.31K and bringing the position to 930 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #117.

Navigoe Wealth Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Navigoe Wealth Management held 930 shares of Pfizer worth $22K as of Q2 2026.
  • Navigoe Wealth Management bought 50 Pfizer shares in Q2 2026, an estimated $1.31K.
  • Pfizer made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Navigoe Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Pfizer position peaked at $24K in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.