PGF
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Plan Group Financial’s Pfizer PFE Stock Holding History

Plan Group Financial’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 		$3.21M Buy
133,266
+19,918
+18% +$521K 0.66% 49
2026
Q1 		$3.18M Buy
113,348
+13,552
+14% +$361K 0.75% 43
2025
Q4 		$2.48M Buy
99,796
+18,081
+22% +$456K 0.64% 44
2025
Q3 		$2.08M Buy
81,715
+16,670
+26% +$411K 0.56% 61
2025
Q2 		$1.58M Buy
65,045
+10,761
+20% +$251K 0.52% 65
2025
Q1 		$1.38M Buy
54,284
+18,495
+52% +$484K 0.49% 56
2024
Q4 		$949K Buy
35,789
+4,472
+14% +$121K 0.5% 49
2024
Q3 		$906K Buy
31,317
+3,289
+12% +$95.9K 0.48% 49
2024
Q2 		$784K Buy
28,028
+12,904
+85% +$355K 0.48% 47
2024
Q1 		$420K Buy
15,124
+5,339
+55% +$148K 0.28% 57
2023
Q4 		$282K Sell
9,785
-1,196
-11% -$36.2K 0.25% 55
2023
Q3 		$364K Sell
10,981
-4,328
-28% -$153K 0.26% 43
2023
Q2 		$549K Buy
+15,309
New +$596K 0.46% 34
2022
Q2 		$386K Buy
+7,364
New +$375K 0.66% 34

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

Plan Group Financial's PFE Position: Q2 2026 in Review

Plan Group Financial increased its Pfizer (PFE) stake by 18% in Q2 2026, buying an estimated $521K and bringing the position to 133,266 shares worth $3.21M. The position accounts for 0.66% of the portfolio, ranked #49.

Plan Group Financial first reported a position in PFE in Q2 2022 and has held it in 14 quarters since. 2,829 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Plan Group Financial held 133,266 shares of Pfizer worth $3.21M as of Q2 2026.
  • Plan Group Financial bought 19,918 Pfizer shares in Q2 2026, an estimated $521K.
  • Pfizer made up 0.66% of Plan Group Financial's portfolio in Q2 2026, its #49 holding.
  • Plan Group Financial first reported a position in Pfizer in Q2 2022 and has held it in 14 quarters since.
  • 2,829 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.