PlanVest Financial
PFE icon

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
Q3 		$91.5K Buy
3,207
+14
+0.4% +$372 0.06% 163
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PlanVest Financial's PFE Position: Q3 2026 in Review

PlanVest Financial increased its Pfizer (PFE) stake by 0.44% in Q3 2026, buying an estimated $372 and bringing the position to 3,207 shares worth $91.5K. The position accounts for 0.06% of the portfolio, ranked #163.

PlanVest Financial first reported a position in PFE in Q1 2026 and has held it in 3 quarters since. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • PlanVest Financial held 3,207 shares of Pfizer worth $91.5K as of Q3 2026.
  • PlanVest Financial bought 14 Pfizer shares in Q3 2026, an estimated $372.
  • Pfizer made up 0.06% of PlanVest Financial's portfolio in Q3 2026, its #163 holding.
  • PlanVest Financial first reported a position in Pfizer in Q1 2026 and has held it in 3 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.