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Norris Financial Group’s Pfizer PFE Stock Holding History

Norris Financial Group’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
-89,229
Closed -$2.51M – 99
2026
Q1 		$2.51M Buy
89,229
+70,226
+370% +$1.87M 0.82% 41
2025
Q4 		$473K Buy
19,003
+1,100
+6% +$27.7K 0.16% 67
2025
Q3 		$456K Sell
17,903
-43,667
-71% -$1.08M 0.17% 64
2025
Q2 		$1.49M Sell
61,570
-6,691
-10% -$156K 0.61% 47
2025
Q1 		$1.73M Buy
68,261
+43,558
+176% +$1.14M 0.81% 34
2024
Q4 		$655K Sell
24,703
-37,872
-61% -$1.03M 0.31% 54
2024
Q3 		$1.81M Sell
62,575
-203
-0.3% -$5.92K 0.89% 30
2024
Q2 		$1.76M Buy
62,778
+13,943
+29% +$384K 0.91% 32
2024
Q1 		$1.36M Buy
48,835
+31,500
+182% +$874K 0.74% 38
2023
Q4 		$499K Buy
17,335
+858
+5% +$25.9K 0.3% 46
2023
Q3 		$547K Buy
16,477
+766
+5% +$27.1K 0.38% 46
2023
Q2 		$576K Buy
15,711
+907
+6% +$35.3K 0.4% 47
2023
Q1 		$604K Buy
14,804
+779
+6% +$33.6K 0.44% 43
2022
Q4 		$719K Sell
14,025
-2
-0% -$96 0.61% 39
2022
Q3 		$614K Buy
14,027
+38
+0.3% +$1.85K 0.56% 38
2022
Q2 		$733K Sell
13,989
-1,933
-12% -$98.5K 0.59% 36
2022
Q1 		$824K Sell
15,922
-513
-3% -$26.6K 0.5% 45
2021
Q4 		$970K Buy
+16,435
New +$814K 0.59% 36

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

Norris Financial Group's PFE Position: Q2 2026 in Review

Norris Financial Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 89,229 shares — an estimated $2.51M sold.

Norris Financial Group first reported a position in PFE in Q4 2021 and held it in 18 quarters. The position peaked at $2.51M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Norris Financial Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Norris Financial Group sold 89,229 Pfizer shares in Q2 2026, an estimated $2.51M.
  • Norris Financial Group first reported a position in Pfizer in Q4 2021 and held it in 18 quarters.
  • Norris Financial Group's Pfizer position peaked at $2.51M in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.