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Pasadena Private Wealth’s Pfizer PFE Stock Holding History

Pasadena Private Wealth’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 		$363 Hold
1,000
– – ﹤0.01% 306
2026
Q1 		$363 Hold
1,000
– – ﹤0.01% 275
2025
Q4 		$363 Buy
+1,000
New +$25.2K ﹤0.01% 270

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

Pasadena Private Wealth's PFE Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Pfizer (PFE) in Q2 2026: 1,013 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Pasadena Private Wealth previously reported a position in PFE as recently as Q4 2021.

Pasadena Private Wealth first reported a position in PFE in Q3 2020 and has held it in 4 quarters since. The position peaked at $256K in Q4 2020. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Pasadena Private Wealth held 1,013 shares of Pfizer worth $24.4K as of Q2 2026.
  • Pfizer was a new Pasadena Private Wealth position in Q2 2026.
  • Pfizer made up ﹤0.01% of Pasadena Private Wealth's portfolio in Q2 2026, its #281 holding.
  • Pasadena Private Wealth first reported a position in Pfizer in Q3 2020 and has held it in 4 quarters since.
  • Pasadena Private Wealth's Pfizer position peaked at $256K in Q4 2020.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.