PWA
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Principia Wealth Advisory’s Pfizer PFE Stock Holding History

Principia Wealth Advisory’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 		$11.3K Sell
468
-1
-0.2% -$26 0.01% 238
2026
Q1 		$13.2K Buy
469
+68
+17% +$1.81K 0.01% 188
2025
Q4 		$9.98K Buy
401
+57
+17% +$1.44K 0.01% 196
2025
Q3 		$8.77K Buy
344
+47
+16% +$1.16K 0.01% 217
2025
Q2 		$7.2K Buy
297
+204
+219% +$4.76K 0.01% 198
2025
Q1 		$2.09K Sell
93
-69
-43% -$1.81K ﹤0.01% 278
2024
Q4 		$4.3K Buy
+162
New +$4.39K ﹤0.01% 164

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

Principia Wealth Advisory's PFE Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Pfizer (PFE) stake by 0.21% in Q2 2026, selling an estimated $26 and leaving 468 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #238.

Principia Wealth Advisory first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2K in Q1 2026. 2,824 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Principia Wealth Advisory held 468 shares of Pfizer worth $11.3K as of Q2 2026.
  • Principia Wealth Advisory sold 1 Pfizer share in Q2 2026, an estimated $26.
  • Pfizer made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #238 holding.
  • Principia Wealth Advisory first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Pfizer position peaked at $13.2K in Q1 2026.
  • 2,824 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.