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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ritholtz Wealth Management's PFE Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Pfizer (PFE) stake by 17% in Q1 2026, buying an estimated $816K and bringing the position to 209,124 shares worth $5.87M. The position accounts for 0.1% of the portfolio, ranked #134.

Ritholtz Wealth Management first reported a position in PFE in Q3 2017 and has held it in 35 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Ritholtz Wealth Management held 209,124 shares of Pfizer worth $5.87M as of Q1 2026.
  • Ritholtz Wealth Management bought 30,643 Pfizer shares in Q1 2026, an estimated $816K.
  • Pfizer made up 0.1% of Ritholtz Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Ritholtz Wealth Management first reported a position in Pfizer in Q3 2017 and has held it in 35 quarters since.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.