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ORG Wealth Partners’s Pfizer PFE Stock Holding History

ORG 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 		$1.95M Buy
81,054
+9,122
+13% +$239K 0.29% 45
2026
Q1 		$2.02M Buy
71,932
+9,679
+16% +$258K 0.4% 40
2025
Q4 		$1.55M Sell
62,253
-1,349
-2% -$34K 0.36% 46
2025
Q3 		$1.62M Sell
63,602
-14
-0% -$346 0.34% 44
2025
Q2 		$1.59M Buy
63,616
+4,390
+7% +$102K 0.38% 37
2025
Q1 		$1.45M Buy
59,226
+57,112
+2,702% +$1.49M 0.45% 40
2024
Q4 		$56.1K Sell
2,114
-1,847
-47% -$50.1K 0.02% 244
2024
Q3 		$115K Buy
+3,961
New +$116K 0.04% 170

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

ORG Wealth Partners's PFE Position: Q2 2026 in Review

ORG Wealth Partners increased its Pfizer (PFE) stake by 13% in Q2 2026, buying an estimated $239K and bringing the position to 81,054 shares worth $1.95M. The position accounts for 0.29% of the portfolio, ranked #45.

ORG Wealth Partners first reported a position in PFE in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.02M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • ORG Wealth Partners held 81,054 shares of Pfizer worth $1.95M as of Q2 2026.
  • ORG Wealth Partners bought 9,122 Pfizer shares in Q2 2026, an estimated $239K.
  • Pfizer made up 0.29% of ORG Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • ORG Wealth Partners first reported a position in Pfizer in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Pfizer position peaked at $2.02M in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.