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Quotient Wealth Partners’s Pfizer PFE Stock Holding History

Quotient 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
2026
Q2 		$504K Sell
20,928
-1,575
-7% -$41.2K 0.01% 211
2026
Q1 		$632K Buy
22,503
+1,251
+6% +$33.3K 0.02% 164
2025
Q4 		$529K Buy
21,252
+3,051
+17% +$76.9K 0.01% 188
2025
Q3 		$464K Buy
18,201
+3,015
+20% +$74.4K 0.01% 205
2025
Q2 		$368K Buy
15,186
+3,018
+25% +$70.4K 0.01% 235
2025
Q1 		$308K Buy
12,168
+3,612
+42% +$94.5K 0.01% 254
2024
Q4 		$227K Sell
8,556
-1,711
-17% -$46.4K 0.01% 296
2024
Q3 		$297K Buy
10,267
+2,172
+27% +$63.4K 0.01% 251
2024
Q2 		$226K Sell
8,095
-842
-9% -$23.2K 0.01% 286
2024
Q1 		$248K Sell
8,937
-5,743
-39% -$159K 0.01% 260
2023
Q4 		$423K Buy
+14,680
New +$444K 0.02% 190

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

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

Quotient Wealth Partners reduced its Pfizer (PFE) stake by 7% in Q2 2026, selling an estimated $41.2K and leaving 20,928 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #211.

Quotient Wealth Partners first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $632K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Quotient Wealth Partners held 20,928 shares of Pfizer worth $504K as of Q2 2026.
  • Quotient Wealth Partners sold 1,575 Pfizer shares in Q2 2026, an estimated $41.2K.
  • Pfizer made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #211 holding.
  • Quotient Wealth Partners first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Pfizer position peaked at $632K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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