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Richard W. Paul & Associates’s Pfizer PFE Stock Holding History

Richard W. Paul & Associates’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 		$32.4K Sell
1,344
-40,805
-97% -$1.07M 0.01% 188
2026
Q1 		$1.18M Buy
42,149
+955
+2% +$25.4K 0.4% 72
2025
Q4 		$1.03M Buy
41,194
+2,434
+6% +$61.4K 0.34% 83
2025
Q3 		$988K Sell
38,760
-694
-2% -$17.1K 0.34% 78
2025
Q2 		$956K Buy
39,454
+7,100
+22% +$166K 0.35% 71
2025
Q1 		$820K Buy
32,354
+55
+0.2% +$1.44K 0.32% 78
2024
Q4 		$857K Buy
32,299
+607
+2% +$16.5K 0.31% 89
2024
Q3 		$917K Buy
31,692
+494
+2% +$14.4K 0.33% 88
2024
Q2 		$873K Sell
31,198
-5,159
-14% -$142K 0.34% 80
2024
Q1 		$1.01M Buy
36,357
+8,639
+31% +$240K 0.4% 66
2023
Q4 		$798K Buy
27,718
+221
+0.8% +$6.68K 0.34% 77
2023
Q3 		$912K Buy
27,497
+5,821
+27% +$206K 0.42% 66
2023
Q2 		$795K Buy
21,676
+1,312
+6% +$51.1K 0.35% 83
2023
Q1 		$831K Sell
20,364
-829
-4% -$35.8K 0.38% 75
2022
Q4 		$1.09M Buy
+21,193
New +$1.02M 0.55% 44

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

Richard W. Paul & Associates's PFE Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Pfizer (PFE) stake by 97% in Q2 2026, selling an estimated $1.07M and leaving 1,344 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #188.

Richard W. Paul & Associates first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Richard W. Paul & Associates held 1,344 shares of Pfizer worth $32.4K as of Q2 2026.
  • Richard W. Paul & Associates sold 40,805 Pfizer shares in Q2 2026, an estimated $1.07M.
  • Pfizer made up 0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #188 holding.
  • Richard W. Paul & Associates first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Pfizer position peaked at $1.18M in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.