Nvest Wealth Strategies’s Pfizer PFE Stock Holding History

Nvest Wealth Strategies’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	-11	Closed	-$309	–	410
2026 Q1	$309	Sell	11 -489	-98%	-$13K	﹤0.01%	345
2025 Q4	$12.4K	Buy	+500	New	+$12.6K	0.01%	109

Other funds holding PFE

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Wealth Strategies's PFE Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Pfizer (PFE) in Q2 2026, closing a stake of 11 shares — an estimated $309 sold.

Nvest Wealth Strategies first reported a position in PFE in Q4 2025 and held it in 2 quarters. The position peaked at $12.4K in Q4 2025. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Nvest Wealth Strategies reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 11 Pfizer shares in Q2 2026, an estimated $309.
Nvest Wealth Strategies first reported a position in Pfizer in Q4 2025 and held it in 2 quarters.
Nvest Wealth Strategies's Pfizer position peaked at $12.4K in Q4 2025.
1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.