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Revolve Wealth Partners’s Pfizer PFE Stock Holding History

Revolve 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 		$302K Buy
12,536
+1,114
+10% +$29.1K 0.03% 271
2026
Q1 		$321K Sell
11,422
-1,971
-15% -$52.5K 0.04% 172
2025
Q4 		$333K Sell
13,393
-1,561
-10% -$39.4K 0.04% 174
2025
Q3 		$381K Sell
14,954
-2,981
-17% -$73.6K 0.05% 156
2025
Q2 		$435K Buy
17,935
+1,475
+9% +$34.4K 0.06% 136
2025
Q1 		$417K Sell
16,460
-2,306
-12% -$60.3K 0.06% 134
2024
Q4 		$498K Buy
18,766
+2,087
+13% +$56.6K 0.07% 123
2024
Q3 		$483K Buy
16,679
+1,461
+10% +$42.6K 0.07% 118
2024
Q2 		$426K Sell
15,218
-2,727
-15% -$75.1K 0.07% 116
2024
Q1 		$498K Sell
17,945
-1,172
-6% -$32.5K 0.08% 105
2023
Q4 		$550K Sell
19,117
-273
-1% -$8.25K 0.11% 88
2023
Q3 		$643K Sell
19,390
-1,001
-5% -$35.4K 0.15% 74
2023
Q2 		$748K Buy
20,391
+1,152
+6% +$44.8K 0.18% 66
2023
Q1 		$785K Sell
19,239
-3,129
-14% -$135K 0.2% 64
2022
Q4 		$1.15M Buy
22,368
+2,461
+12% +$118K 0.33% 51
2022
Q3 		$871K Sell
19,907
-725
-4% -$35.2K 0.29% 54
2022
Q2 		$1.08M Sell
20,632
-1,144
-5% -$58.3K 0.36% 47
2022
Q1 		$1.13M Buy
21,776
+154
+0.7% +$7.99K 0.33% 50
2021
Q4 		$1.28M Buy
+21,622
New +$1.07M 0.37% 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

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

Revolve Wealth Partners increased its Pfizer (PFE) stake by 9.8% in Q2 2026, buying an estimated $29.1K and bringing the position to 12,536 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #271.

Revolve Wealth Partners first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2021. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Revolve Wealth Partners held 12,536 shares of Pfizer worth $302K as of Q2 2026.
  • Revolve Wealth Partners bought 1,114 Pfizer shares in Q2 2026, an estimated $29.1K.
  • Pfizer made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Revolve Wealth Partners first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Pfizer position peaked at $1.28M in Q4 2021.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.