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Oak Harbor Wealth Partners’s Pfizer PFE Stock Holding History

Oak Harbor Wealth Partners’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 		$1.65M Buy
68,388
+1,402
+2% +$36.7K 0.61% 47
2026
Q1 		$1.88M Buy
66,986
+1,960
+3% +$52.2K 0.44% 61
2025
Q4 		$1.62M Buy
65,026
+650
+1% +$16.4K 0.39% 64
2025
Q3 		$1.64M Sell
64,376
-1,738
-3% -$42.9K 0.41% 58
2025
Q2 		$1.6M Sell
66,114
-728
-1% -$17K 0.43% 57
2025
Q1 		$1.69M Buy
66,842
+1,050
+2% +$27.5K 0.48% 51
2024
Q4 		$1.75M Sell
65,792
-8,036
-11% -$218K 0.51% 51
2024
Q3 		$2.14M Buy
73,828
+2,375
+3% +$69.3K 0.61% 43
2024
Q2 		$2M Buy
71,453
+549
+0.8% +$15.1K 0.63% 43
2024
Q1 		$1.97M Buy
70,904
+11
+0% +$305 0.61% 46
2023
Q4 		$2.04M Buy
70,893
+1,306
+2% +$39.5K 0.69% 42
2023
Q3 		$2.31M Sell
69,587
-1,292
-2% -$45.7K 0.82% 34
2023
Q2 		$2.6M Buy
70,879
+2
+0% +$78 0.89% 32
2023
Q1 		$2.89M Buy
70,877
+404
+0.6% +$17.4K 1.05% 26
2022
Q4 		$3.61M Buy
70,473
+102
+0.1% +$4.89K 1.38% 21
2022
Q3 		$3.08M Buy
70,371
+204
+0.3% +$9.91K 1.21% 22
2022
Q2 		$3.68M Sell
70,167
-297
-0.4% -$15.1K 1.47% 19
2022
Q1 		$3.65M Buy
70,464
+203
+0.3% +$10.5K 1.2% 24
2021
Q4 		$4.15M Buy
+70,261
New +$3.48M 1.43% 17

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

Oak Harbor Wealth Partners's PFE Position: Q2 2026 in Review

Oak Harbor Wealth Partners increased its Pfizer (PFE) stake by 2.1% in Q2 2026, buying an estimated $36.7K and bringing the position to 68,388 shares worth $1.65M. The position accounts for 0.61% of the portfolio, ranked #47.

Oak Harbor Wealth Partners first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.15M in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Oak Harbor Wealth Partners held 68,388 shares of Pfizer worth $1.65M as of Q2 2026.
  • Oak Harbor Wealth Partners bought 1,402 Pfizer shares in Q2 2026, an estimated $36.7K.
  • Pfizer made up 0.61% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Oak Harbor Wealth Partners first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Pfizer position peaked at $4.15M in Q4 2021.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.