RFP
PFE icon

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
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
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

Root Financial Partners's PFE Position: Q1 2026 in Review

Root Financial Partners increased its Pfizer (PFE) stake by 8.4% in Q1 2026, buying an estimated $20.7K and bringing the position to 10,063 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #257.

Root Financial Partners first reported a position in PFE in Q3 2025 and has held it in 3 quarters since. 2,938 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Root Financial Partners held 10,063 shares of Pfizer worth $283K as of Q1 2026.
  • Root Financial Partners bought 776 Pfizer shares in Q1 2026, an estimated $20.7K.
  • Pfizer made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #257 holding.
  • Root Financial Partners first reported a position in Pfizer in Q3 2025 and has held it in 3 quarters since.
  • 2,938 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.