Next Level Wealth Planning’s Pfizer PFE Stock Holding History

Next Level Wealth Planning’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 Q3	$2.51K	Buy	+88	New	+$2.34K	﹤0.01%	438

Other funds holding PFE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Next Level Wealth Planning's PFE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Pfizer (PFE) in Q3 2026: 88 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings.

1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Next Level Wealth Planning held 88 shares of Pfizer worth $2.51K as of Q3 2026.
Pfizer was a new Next Level Wealth Planning position in Q3 2026.
Pfizer made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #438 holding.
1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.