Portside Wealth Group’s Pfizer PFE Stock Holding History

Portside Wealth Group’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	$2.14M	Buy	89,045 +3,530	+4%	+$92.3K	0.25%	90
2026 Q1	$2.4M	Buy	85,515 +9,843	+13%	+$262K	0.33%	72
2025 Q4	$1.88M	Sell	75,672 -3,404	-4%	-$85.8K	0.25%	88
2025 Q3	$2.01M	Buy	79,076 +10,318	+15%	+$255K	0.28%	84
2025 Q2	$1.67M	Buy	68,758 +925	+1%	+$21.6K	0.25%	92
2025 Q1	$1.72M	Buy	67,833 +14,661	+28%	+$384K	0.28%	85
2024 Q4	$1.41M	Sell	53,172 -3,206	-6%	-$87K	0.23%	95
2024 Q3	$1.63M	Buy	56,378 +3,615	+7%	+$105K	0.28%	88
2024 Q2	$1.48M	Sell	52,763 -2,774	-5%	-$76.4K	0.28%	90
2024 Q1	$1.54M	Buy	55,537 +13,149	+31%	+$365K	0.29%	90
2023 Q4	$1.22M	Sell	42,388 -23,800	-36%	-$719K	0.23%	106
2023 Q3	$2.2M	Buy	66,188 +9,707	+17%	+$343K	0.41%	65
2023 Q2	$2.07M	Buy	+56,481	New	+$2.2M	0.38%	70

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

Portside Wealth Group's PFE Position: Q2 2026 in Review

Portside Wealth Group increased its Pfizer (PFE) stake by 4.1% in Q2 2026, buying an estimated $92.3K and bringing the position to 89,045 shares worth $2.14M. The position accounts for 0.25% of the portfolio, ranked #90.

Portside Wealth Group first reported a position in PFE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.4M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Portside Wealth Group held 89,045 shares of Pfizer worth $2.14M as of Q2 2026.
Portside Wealth Group bought 3,530 Pfizer shares in Q2 2026, an estimated $92.3K.
Pfizer made up 0.25% of Portside Wealth Group's portfolio in Q2 2026, its #90 holding.
Portside Wealth Group first reported a position in Pfizer in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Pfizer position peaked at $2.4M in Q1 2026.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.