Oxford Wealth Group’s Pfizer PFE Stock Holding History

Oxford Wealth Group’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	$494K	Sell	20,531 -2,996	-13%	-$78.4K	0.22%	60
2026 Q1	$661K	Sell	23,527 -3,466	-13%	-$92.3K	0.36%	47
2025 Q4	$672K	Buy	+26,993	New	+$681K	0.33%	49
2024 Q4	$986K	Sell	37,148 -685	-2%	-$18.6K	0.64%	36
2024 Q3	$1.09M	Sell	37,833 -14,931	-28%	-$436K	0.89%	33
2024 Q2	$1.48M	Sell	52,764 -5,764	-10%	-$159K	1.01%	31
2024 Q1	$1.62M	Buy	+58,528	New	+$1.62M	1.48%	15

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 $3.38T AUM 44.17% 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

Oxford Wealth Group's PFE Position: Q2 2026 in Review

Oxford Wealth Group reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $78.4K and leaving 20,531 shares worth $494K. The position accounts for 0.22% of the portfolio, ranked #60.

Oxford Wealth Group first reported a position in PFE in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2024. 2,838 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Oxford Wealth Group held 20,531 shares of Pfizer worth $494K as of Q2 2026.
Oxford Wealth Group sold 2,996 Pfizer shares in Q2 2026, an estimated $78.4K.
Pfizer made up 0.22% of Oxford Wealth Group's portfolio in Q2 2026, its #60 holding.
Oxford Wealth Group first reported a position in Pfizer in Q1 2024 and has held it in 7 quarters since.
Oxford Wealth Group's Pfizer position peaked at $1.62M in Q1 2024.
2,838 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.