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Prospect Financial Services’s Pfizer PFE Stock Holding History

Prospect Financial Services’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
Q1 		$202K Buy
+7,206
New +$192K 0.12% 102
2025
Q4 		– Sell
-8,126
Closed -$207K – 111
2025
Q3 		$207K Sell
8,126
-993
-11% -$24.5K 0.12% 101
2025
Q2 		$221K Buy
9,119
+166
+2% +$3.87K 0.14% 95
2025
Q1 		$227K Sell
8,953
-5,435
-38% -$142K 0.13% 103
2024
Q4 		$382K Sell
14,388
-4,514
-24% -$122K 0.21% 73
2024
Q3 		$547K Buy
18,902
+2,932
+18% +$85.5K 0.34% 49
2024
Q2 		$447K Buy
15,970
+28
+0.2% +$771 0.34% 49
2024
Q1 		$442K Buy
15,942
+2,864
+22% +$79.5K 0.37% 49
2023
Q4 		$377K Buy
+13,078
New +$395K 0.38% 46

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Prospect Financial Services's PFE Position: Q1 2026 in Review

Prospect Financial Services opened a new position in Pfizer (PFE) in Q1 2026: 7,206 shares worth $202K. The stake represents 0.12% of the portfolio and ranks #102 among its holdings. This is a return to the name: Prospect Financial Services previously reported a position in PFE as recently as Q3 2025.

Prospect Financial Services first reported a position in PFE in Q4 2023 and has held it in 9 quarters since. The position peaked at $547K in Q3 2024. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Prospect Financial Services held 7,206 shares of Pfizer worth $202K as of Q1 2026.
  • Pfizer was a new Prospect Financial Services position in Q1 2026.
  • Pfizer made up 0.12% of Prospect Financial Services's portfolio in Q1 2026, its #102 holding.
  • Prospect Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 9 quarters since.
  • Prospect Financial Services's Pfizer position peaked at $547K in Q3 2024.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.