Northern Financial Advisors’s Pfizer PFE Stock Holding History

Northern Financial Advisors’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	$267K	Buy	11,103 +72	+0.7%	+$1.88K	0.18%	94
2026 Q1	$310K	Buy	+11,031	New	+$294K	0.23%	93
2025 Q4	–	Sell	-11,119	Closed	-$283K	–	111
2025 Q3	$283K	Buy	11,119 +2,262	+26%	+$55.8K	0.15%	106
2025 Q2	$215K	Sell	8,857 -563	-6%	-$13.1K	0.16%	103
2025 Q1	$239K	Sell	9,420 -3,890	-29%	-$102K	0.2%	98
2024 Q4	$353K	Buy	+13,310	New	+$361K	0.28%	85
2023 Q4	–	Sell	-8,208	Closed	-$272K	–	121
2023 Q3	$272K	Sell	8,208 -11,741	-59%	-$415K	0.25%	98
2023 Q2	$732K	Sell	19,949 -2,200	-10%	-$85.6K	0.64%	49
2023 Q1	$904K	Buy	22,149 +2,375	+12%	+$103K	0.85%	39
2022 Q4	$1.01M	Buy	+19,774	New	+$948K	1.15%	30

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

Northern Financial Advisors's PFE Position: Q2 2026 in Review

Northern Financial Advisors increased its Pfizer (PFE) stake by 0.65% in Q2 2026, buying an estimated $1.88K and bringing the position to 11,103 shares worth $267K. The position accounts for 0.18% of the portfolio, ranked #94.

Northern Financial Advisors first reported a position in PFE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2022. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Northern Financial Advisors held 11,103 shares of Pfizer worth $267K as of Q2 2026.
Northern Financial Advisors bought 72 Pfizer shares in Q2 2026, an estimated $1.88K.
Pfizer made up 0.18% of Northern Financial Advisors's portfolio in Q2 2026, its #94 holding.
Northern Financial Advisors first reported a position in Pfizer in Q4 2022 and has held it in 10 quarters since.
Northern Financial Advisors's Pfizer position peaked at $1.01M in Q4 2022.
2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.