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Northcape Wealth Management’s Pfizer PFE Stock Holding History

Northcape 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
Q1 		$770K Buy
27,430
+4,600
+20% +$122K 0.21% 84
2025
Q4 		$568K Sell
22,830
-3,607
-14% -$91K 0.16% 94
2025
Q3 		$674K Buy
26,437
+125
+0.5% +$3.08K 0.2% 84
2025
Q2 		$638K Buy
26,312
+1,164
+5% +$27.1K 0.19% 88
2025
Q1 		$637K Buy
25,148
+9,519
+61% +$249K 0.21% 87
2024
Q4 		$415K Sell
15,629
-8,145
-34% -$221K 0.13% 104
2024
Q3 		$688K Buy
23,774
+419
+2% +$12.2K 0.23% 84
2024
Q2 		$653K Buy
23,355
+275
+1% +$7.57K 0.24% 82
2024
Q1 		$640K Sell
23,080
-4,198
-15% -$116K 0.23% 82
2023
Q4 		$785K Sell
27,278
-6,378
-19% -$193K 0.28% 78
2023
Q3 		$1.12M Buy
33,656
+2,151
+7% +$76.1K 0.43% 67
2023
Q2 		$1.16M Sell
31,505
-734
-2% -$28.6K 0.42% 65
2023
Q1 		$1.32M Buy
32,239
+21,903
+212% +$946K 0.48% 64
2022
Q4 		$530K Sell
10,336
-31,253
-75% -$1.5M 0.3% 61
2022
Q3 		$1.82M Buy
41,589
+9,363
+29% +$455K 0.65% 57
2022
Q2 		$1.69M Sell
32,226
-9,354
-22% -$477K 0.65% 51
2022
Q1 		$2.15M Buy
41,580
+8,880
+27% +$461K 0.63% 51
2021
Q4 		$1.93M Buy
+32,700
New +$1.62M 0.65% 52

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northcape Wealth Management's PFE Position: Q1 2026 in Review

Northcape Wealth Management increased its Pfizer (PFE) stake by 20% in Q1 2026, buying an estimated $122K and bringing the position to 27,430 shares worth $770K. The position accounts for 0.21% of the portfolio, ranked #84.

Northcape Wealth Management first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.15M in Q1 2022. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Northcape Wealth Management held 27,430 shares of Pfizer worth $770K as of Q1 2026.
  • Northcape Wealth Management bought 4,600 Pfizer shares in Q1 2026, an estimated $122K.
  • Pfizer made up 0.21% of Northcape Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Northcape Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Northcape Wealth Management's Pfizer position peaked at $2.15M in Q1 2022.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.