Root Financial Partners’s Pfizer PFE Stock Holding History

Root Financial 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	$304K	Buy	12,637 +2,574	+26%	+$67.3K	0.01%	280
2026 Q1	$283K	Buy	10,063 +776	+8%	+$20.7K	0.01%	257
2025 Q4	$231K	Buy	9,287 +1,450	+19%	+$36.6K	0.01%	272
2025 Q3	$200K	Buy	+7,837	New	+$193K	0.01%	278

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Root Financial Partners's PFE Position: Q2 2026 in Review

Root Financial Partners increased its Pfizer (PFE) stake by 26% in Q2 2026, buying an estimated $67.3K and bringing the position to 12,637 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #280.

Root Financial Partners first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Root Financial Partners held 12,637 shares of Pfizer worth $304K as of Q2 2026.
Root Financial Partners bought 2,574 Pfizer shares in Q2 2026, an estimated $67.3K.
Pfizer made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #280 holding.
Root Financial Partners first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.