Paragon Private Wealth Management’s Pfizer PFE Stock Holding History

Paragon Private Wealth Management’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	$210K	Sell	8,704 -270	-3%	-$7.06K	0.05%	222
2026 Q1	$252K	Buy	8,974 +141	+2%	+$3.75K	0.08%	199
2025 Q4	$220K	Buy	+8,833	New	+$223K	0.07%	204
2023 Q1	–	Sell	-5,115	Closed	-$262K	–	135
2022 Q4	$262K	Hold	5,115	–	–	0.24%	108
2022 Q3	$233K	Sell	5,115 -627	-11%	-$30.5K	0.23%	108
2022 Q2	$301K	Hold	5,742	–	–	0.32%	83
2022 Q1	$306K	Sell	5,742 -5	-0.1%	-$259	0.3%	80
2021 Q4	$339K	Buy	+5,747	New	+$285K	0.3%	82

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 $3.37T AUM 44.26% 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

Paragon Private Wealth Management's PFE Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Pfizer (PFE) stake by 3% in Q2 2026, selling an estimated $7.06K and leaving 8,704 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #222.

Paragon Private Wealth Management first reported a position in PFE in Q4 2021 and has held it in 8 quarters since. The position peaked at $339K in Q4 2021. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Paragon Private Wealth Management held 8,704 shares of Pfizer worth $210K as of Q2 2026.
Paragon Private Wealth Management sold 270 Pfizer shares in Q2 2026, an estimated $7.06K.
Pfizer made up 0.05% of Paragon Private Wealth Management's portfolio in Q2 2026, its #222 holding.
Paragon Private Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 8 quarters since.
Paragon Private Wealth Management's Pfizer position peaked at $339K in Q4 2021.
2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.