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Naviter Wealth’s Pfizer PFE Stock Holding History

Naviter Wealth’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 		$1.36M Buy
56,357
+8,185
+17% +$214K 0.12% 153
2026
Q1 		$1.35M Buy
48,172
+3,526
+8% +$93.9K 0.17% 132
2025
Q4 		$1.11M Sell
44,646
-7,738
-15% -$195K 0.14% 149
2025
Q3 		$1.33M Sell
52,384
-1,574
-3% -$38.8K 0.16% 148
2025
Q2 		$1.31M Buy
53,958
+685
+1% +$16K 0.16% 144
2025
Q1 		$1.34M Sell
53,273
-6,760
-11% -$177K 0.16% 152
2024
Q4 		$1.59M Buy
60,033
+9,408
+19% +$255K 0.19% 135
2024
Q3 		$1.47M Sell
50,625
-2,350
-4% -$68.6K 0.2% 136
2024
Q2 		$1.48M Buy
52,975
+13,988
+36% +$385K 0.22% 128
2024
Q1 		$1.08M Buy
38,987
+17,430
+81% +$484K 0.18% 150
2023
Q4 		$621K Sell
21,557
-3,036
-12% -$91.8K 0.12% 167
2023
Q3 		$816K Sell
24,593
-898
-4% -$31.8K 0.2% 126
2023
Q2 		$935K Buy
25,491
+3,153
+14% +$123K 0.24% 110
2023
Q1 		$911K Buy
22,338
+5,612
+34% +$242K 0.32% 92
2022
Q4 		$748K Sell
16,726
-451
-3% -$21.6K 0.21% 113
2022
Q3 		$752K Buy
17,177
+3,245
+23% +$158K 0.31% 76
2022
Q2 		$730K Buy
+13,932
New +$710K 0.3% 80

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

Naviter Wealth's PFE Position: Q2 2026 in Review

Naviter Wealth increased its Pfizer (PFE) stake by 17% in Q2 2026, buying an estimated $214K and bringing the position to 56,357 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #153.

Naviter Wealth first reported a position in PFE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.59M in Q4 2024. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Naviter Wealth held 56,357 shares of Pfizer worth $1.36M as of Q2 2026.
  • Naviter Wealth bought 8,185 Pfizer shares in Q2 2026, an estimated $214K.
  • Pfizer made up 0.12% of Naviter Wealth's portfolio in Q2 2026, its #153 holding.
  • Naviter Wealth first reported a position in Pfizer in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Pfizer position peaked at $1.59M in Q4 2024.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.