NFP Retirement Inc’s Pfizer PFE Stock Holding History

NFP Retirement Inc’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	–	Sell	-7,907	Closed	-$222K	–	333
2026 Q1	$222K	Buy	+7,907	New	+$211K	0.01%	284
2025 Q4	–	Sell	-8,172	Closed	-$208K	–	315
2025 Q3	$208K	Buy	+8,172	New	+$202K	0.01%	288
2025 Q1	–	Sell	-7,920	Closed	-$210K	–	294
2024 Q4	$210K	Buy	7,920 +614	+8%	+$16.7K	0.02%	272
2024 Q3	$211K	Buy	+7,306	New	+$213K	0.02%	264
2024 Q2	–	Sell	-7,445	Closed	-$207K	–	287
2024 Q1	$207K	Sell	7,445 -757	-9%	-$21K	0.02%	264
2023 Q4	$236K	Buy	8,202 +141	+2%	+$4.26K	0.04%	218
2023 Q3	$267K	Sell	8,061 -530	-6%	-$18.7K	0.05%	193
2023 Q2	$315K	Buy	8,591 +180	+2%	+$7.01K	0.06%	179
2023 Q1	$343K	Sell	8,411 -170	-2%	-$7.34K	0.07%	183
2022 Q4	$440K	Buy	8,581 +511	+6%	+$24.5K	0.1%	155
2022 Q3	$353K	Sell	8,070 -861	-10%	-$41.8K	0.09%	163
2022 Q2	$468K	Sell	8,931 -404	-4%	-$20.6K	0.12%	142
2022 Q1	$483K	Buy	9,335 +4,191	+81%	+$217K	0.11%	133
2021 Q4	$304K	Buy	5,144 +62	+1%	+$3.07K	0.11%	115
2021 Q3	$219K	Buy	+5,082	New	+$225K	0.09%	128

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NFP Retirement Inc's PFE Position: Q2 2026 in Review

NFP Retirement Inc sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,907 shares — an estimated $222K sold.

NFP Retirement Inc first reported a position in PFE in Q3 2021 and held it in 15 quarters. The position peaked at $483K in Q1 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

NFP Retirement Inc reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
NFP Retirement Inc sold 7,907 Pfizer shares in Q2 2026, an estimated $222K.
NFP Retirement Inc first reported a position in Pfizer in Q3 2021 and held it in 15 quarters.
NFP Retirement Inc's Pfizer position peaked at $483K in Q1 2022.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.