RWM
PFE icon

Ritholtz Wealth Management’s Pfizer PFE Stock Holding History

Ritholtz Wealth Management’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
2021
Q2 		– Sell
-4,000
Closed -$2K – 559
2021
Q1 		$2K Buy
+4,000
New +$142K ﹤0.01% 476

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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's PFE Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Pfizer (PFE) stake by 7.4% in Q2 2026, selling an estimated $405K and leaving 193,644 shares worth $4.66M. The position accounts for 0.07% of the portfolio, ranked #200.

Ritholtz Wealth Management first reported a position in PFE in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.87M in Q1 2026. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Ritholtz Wealth Management held 193,644 shares of Pfizer worth $4.66M as of Q2 2026.
  • Ritholtz Wealth Management sold 15,480 Pfizer shares in Q2 2026, an estimated $405K.
  • Pfizer made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Ritholtz Wealth Management first reported a position in Pfizer in Q3 2017 and has held it in 36 quarters since.
  • Ritholtz Wealth Management's Pfizer position peaked at $5.87M in Q1 2026.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.