Oak Harbor Wealth Partners
PFE icon

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
Q3 		$1.95M Hold
68,388
– – 0.72% 37
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% +$9.9K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Oak Harbor Wealth Partners's PFE Position: Q3 2026 in Review

Oak Harbor Wealth Partners held its Pfizer (PFE) position steady in Q3 2026 at 68,388 shares worth $1.95M. The position accounts for 0.72% of the portfolio, ranked #37.

Oak Harbor Wealth Partners first reported a position in PFE in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.15M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Oak Harbor Wealth Partners held 68,388 shares of Pfizer worth $1.95M as of Q3 2026.
  • Oak Harbor Wealth Partners left its Pfizer share count unchanged in Q3 2026.
  • Pfizer made up 0.72% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #37 holding.
  • Oak Harbor Wealth Partners first reported a position in Pfizer in Q4 2021 and has held it in 20 quarters since.
  • Oak Harbor Wealth Partners's Pfizer position peaked at $4.15M in Q4 2021.
  • 2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.