PlanVest Financial’s Pfizer PFE Stock Holding History

PlanVest 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	$76.9K	Sell	3,193 -51	-2%	-$1.33K	0.05%	180
2026 Q1	$91.1K	Buy	+3,244	New	+$86.4K	0.07%	143

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

PlanVest Financial's PFE Position: Q2 2026 in Review

PlanVest Financial reduced its Pfizer (PFE) stake by 1.6% in Q2 2026, selling an estimated $1.33K and leaving 3,193 shares worth $76.9K. The position accounts for 0.05% of the portfolio, ranked #180.

PlanVest Financial first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $91.1K in Q1 2026. 2,771 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

PlanVest Financial held 3,193 shares of Pfizer worth $76.9K as of Q2 2026.
PlanVest Financial sold 51 Pfizer shares in Q2 2026, an estimated $1.33K.
Pfizer made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #180 holding.
PlanVest Financial first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Pfizer position peaked at $91.1K in Q1 2026.
2,771 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.