Novak & Powell Financial Services’s Pfizer PFE Stock Holding History

Novak & Powell Financial Services’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	$298K	Sell	12,394 -187	-1%	-$4.89K	0.14%	133
2026 Q1	$353K	Buy	12,581 +59	+0.5%	+$1.57K	0.19%	106
2025 Q4	$312K	Sell	12,522 -435	-3%	-$11K	0.16%	117
2025 Q3	$330K	Buy	12,957 +61	+0.5%	+$1.51K	0.17%	110
2025 Q2	$313K	Sell	12,896 -155	-1%	-$3.62K	0.22%	101
2025 Q1	$331K	Buy	13,051 +134	+1%	+$3.51K	0.21%	101
2024 Q4	$343K	Buy	12,917 +52	+0.4%	+$1.41K	0.2%	98
2024 Q3	$372K	Buy	12,865 +47	+0.4%	+$1.37K	0.22%	95
2024 Q2	$359K	Buy	12,818 +24	+0.2%	+$661	0.22%	94
2024 Q1	$355K	Sell	12,794 -152	-1%	-$4.22K	0.27%	88
2023 Q4	$373K	Buy	+12,946	New	+$391K	0.25%	87

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

Novak & Powell Financial Services's PFE Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Pfizer (PFE) stake by 1.5% in Q2 2026, selling an estimated $4.89K and leaving 12,394 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #133.

Novak & Powell Financial Services first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $373K in Q4 2023. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Novak & Powell Financial Services held 12,394 shares of Pfizer worth $298K as of Q2 2026.
Novak & Powell Financial Services sold 187 Pfizer shares in Q2 2026, an estimated $4.89K.
Pfizer made up 0.14% of Novak & Powell Financial Services's portfolio in Q2 2026, its #133 holding.
Novak & Powell Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Pfizer position peaked at $373K in Q4 2023.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.