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Principal Securities’s Pfizer PFE Stock Holding History

Principal Securities’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 		$2.84M Sell
118,067
-4,915
-4% -$129K 0.03% 421
2026
Q1 		$3.45M Sell
122,982
-1,880
-2% -$50.1K 0.05% 336
2025
Q4 		$3.11M Buy
124,862
+9,516
+8% +$240K 0.05% 336
2025
Q3 		$2.94M Buy
115,346
+8,264
+8% +$204K 0.05% 339
2025
Q2 		$2.6M Buy
107,082
+22,101
+26% +$515K 0.05% 338
2025
Q1 		$2.25M Buy
84,981
+292
+0.3% +$7.64K 0.05% 322
2024
Q4 		$2.25M Buy
84,689
+1,609
+2% +$43.6K 0.05% 322
2024
Q3 		$2.4M Sell
83,080
-899
-1% -$26.2K 0.06% 294
2024
Q2 		$2.35M Buy
83,979
+5,168
+7% +$142K 0.06% 271
2024
Q1 		$2.19M Sell
78,811
-4,298
-5% -$119K 0.07% 261
2023
Q4 		$2.39M Buy
+83,109
New +$2.51M 0.09% 221

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

Principal Securities's PFE Position: Q2 2026 in Review

Principal Securities reduced its Pfizer (PFE) stake by 4% in Q2 2026, selling an estimated $129K and leaving 118,067 shares worth $2.84M. The position accounts for 0.03% of the portfolio, ranked #421.

Principal Securities first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.45M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Principal Securities held 118,067 shares of Pfizer worth $2.84M as of Q2 2026.
  • Principal Securities sold 4,915 Pfizer shares in Q2 2026, an estimated $129K.
  • Pfizer made up 0.03% of Principal Securities's portfolio in Q2 2026, its #421 holding.
  • Principal Securities first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Pfizer position peaked at $3.45M in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.