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Perfromance Wealth Partners’s Pfizer PFE Stock Holding History

Perfromance 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 		$216K Sell
8,982
-355
-4% -$9.29K 0.01% 217
2026
Q1 		$262K Sell
9,337
-175
-2% -$4.66K 0.01% 175
2025
Q4 		$237K Buy
+9,512
New +$240K 0.01% 184
2025
Q3 		– Sell
-9,568
Closed -$232K – 208
2025
Q2 		$232K Sell
9,568
-222
-2% -$5.18K 0.01% 169
2025
Q1 		$248K Buy
9,790
+1,534
+19% +$40.1K 0.01% 149
2024
Q4 		$219K Sell
8,256
-693
-8% -$18.8K 0.01% 171
2024
Q3 		$259K Sell
8,949
-2,224
-20% -$64.9K 0.01% 161
2024
Q2 		$313K Buy
11,173
+1,373
+14% +$37.8K 0.01% 118
2024
Q1 		$272K Sell
9,800
-1,106
-10% -$30.7K 0.01% 131
2023
Q4 		$314K Sell
10,906
-1,408
-11% -$42.6K 0.01% 129
2023
Q3 		$408K Sell
12,314
-1,500
-11% -$53K 0.02% 118
2023
Q2 		$504K Buy
13,814
+3,722
+37% +$145K 0.02% 116
2023
Q1 		$412K Sell
10,092
-1,552
-13% -$67K 0.02% 124
2022
Q4 		$597K Sell
11,644
-897
-7% -$43K 0.04% 92
2022
Q3 		$549K Sell
12,541
-47
-0.4% -$2.28K 0.03% 94
2022
Q2 		$660K Sell
12,588
-634
-5% -$32.3K 0.04% 86
2022
Q1 		$684K Buy
13,222
+1,236
+10% +$64.1K 0.03% 97
2021
Q4 		$708K Buy
+11,986
New +$594K 0.03% 100

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

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

Perfromance Wealth Partners reduced its Pfizer (PFE) stake by 3.8% in Q2 2026, selling an estimated $9.29K and leaving 8,982 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #217.

Perfromance Wealth Partners first reported a position in PFE in Q4 2021 and has held it in 18 quarters since. The position peaked at $708K in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Perfromance Wealth Partners held 8,982 shares of Pfizer worth $216K as of Q2 2026.
  • Perfromance Wealth Partners sold 355 Pfizer shares in Q2 2026, an estimated $9.29K.
  • Pfizer made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Perfromance Wealth Partners first reported a position in Pfizer in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Pfizer position peaked at $708K in Q4 2021.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.