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Planning Alternatives’s Pfizer PFE Stock Holding History

Planning Alternatives’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 		$214K Sell
8,876
-2,111
-19% -$55.2K 0.02% 123
2026
Q1 		$309K Buy
+10,987
New +$293K 0.04% 82

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

Planning Alternatives's PFE Position: Q2 2026 in Review

Planning Alternatives reduced its Pfizer (PFE) stake by 19% in Q2 2026, selling an estimated $55.2K and leaving 8,876 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #123.

Planning Alternatives first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $309K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Planning Alternatives held 8,876 shares of Pfizer worth $214K as of Q2 2026.
  • Planning Alternatives sold 2,111 Pfizer shares in Q2 2026, an estimated $55.2K.
  • Pfizer made up 0.02% of Planning Alternatives's portfolio in Q2 2026, its #123 holding.
  • Planning Alternatives first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
  • Planning Alternatives's Pfizer position peaked at $309K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.