PFS
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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
Q2 		$258K Buy
10,711
+3,505
+49% +$91.7K 0.13% 94
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 $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

Prospect Financial Services's PFE Position: Q2 2026 in Review

Prospect Financial Services increased its Pfizer (PFE) stake by 49% in Q2 2026, buying an estimated $91.7K and bringing the position to 10,711 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #94.

Prospect Financial Services first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $547K in Q3 2024. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Prospect Financial Services held 10,711 shares of Pfizer worth $258K as of Q2 2026.
  • Prospect Financial Services bought 3,505 Pfizer shares in Q2 2026, an estimated $91.7K.
  • Pfizer made up 0.13% of Prospect Financial Services's portfolio in Q2 2026, its #94 holding.
  • Prospect Financial Services first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • Prospect Financial Services's Pfizer position peaked at $547K in Q3 2024.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.