Private Wealth Partners’s Pfizer PFE Stock Holding History

Private 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
2021 Q2	–	Sell	-42,000	Closed	-$2K	–	80
2021 Q1	$2K	Buy	42,000 +33,000	+367%	+$1.17M	﹤0.01%	75
2020 Q4	$1K	Buy	+9,000	New	+$330K	﹤0.01%	118
2020 Q2	–	Sell	-6,640	Closed	-$9K	–	126
2020 Q1	$9K	Buy	+6,640	New	+$226K	﹤0.01%	121
2019 Q4	–	Sell	-6,640	Closed	-$5K	–	131
2019 Q3	$5K	Hold	6,640	–	–	﹤0.01%	120
2019 Q2	$2K	Buy	+6,640	New	+$264K	﹤0.01%	129

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

Private Wealth Partners's PFE Position: Q2 2026 in Review

Private Wealth Partners increased its Pfizer (PFE) stake by 2.5% in Q2 2026, buying an estimated $391K and bringing the position to 619,840 shares worth $14.9M. The position accounts for 1.06% of the portfolio, ranked #27.

Private Wealth Partners first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.2M in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Private Wealth Partners held 619,840 shares of Pfizer worth $14.9M as of Q2 2026.
Private Wealth Partners bought 14,962 Pfizer shares in Q2 2026, an estimated $391K.
Pfizer made up 1.06% of Private Wealth Partners's portfolio in Q2 2026, its #27 holding.
Private Wealth Partners first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Private Wealth Partners's Pfizer position peaked at $22.2M in Q4 2021.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.