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Premier Path Wealth Partners’s Pfizer PFE Stock Holding History

Premier Path Wealth Partners’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 		$1.19M Sell
49,426
-12,725
-20% -$333K 0.14% 145
2026
Q1 		$1.75M Sell
62,151
-6,247
-9% -$166K 0.23% 98
2025
Q4 		$1.7M Sell
68,398
-4,946
-7% -$125K 0.22% 96
2025
Q3 		$1.87M Buy
73,344
+6,184
+9% +$153K 0.24% 88
2025
Q2 		$1.63M Buy
67,160
+3,561
+6% +$83K 0.23% 102
2025
Q1 		$1.61M Buy
63,599
+3,473
+6% +$90.9K 0.25% 94
2024
Q4 		$1.6M Sell
60,126
-1,944
-3% -$52.7K 0.24% 95
2024
Q3 		$1.8M Buy
62,070
+2,909
+5% +$84.9K 0.28% 87
2024
Q2 		$1.66M Buy
59,161
+2,985
+5% +$82.2K 0.28% 89
2024
Q1 		$1.56M Buy
56,176
+10,431
+23% +$289K 0.29% 90
2023
Q4 		$1.33M Buy
+45,745
New +$1.38M 0.29% 84

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

Premier Path Wealth Partners's PFE Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Pfizer (PFE) stake by 20% in Q2 2026, selling an estimated $333K and leaving 49,426 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #145.

Premier Path Wealth Partners first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.87M in Q3 2025. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Premier Path Wealth Partners held 49,426 shares of Pfizer worth $1.19M as of Q2 2026.
  • Premier Path Wealth Partners sold 12,725 Pfizer shares in Q2 2026, an estimated $333K.
  • Pfizer made up 0.14% of Premier Path Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Premier Path Wealth Partners first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Pfizer position peaked at $1.87M in Q3 2025.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.