RWA Wealth Partners’s Pfizer PFE Stock Holding History

RWA Wealth 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	$6.87M	Buy	285,238 +19,376	+7%	+$507K	0.07%	146
2026 Q1	$7.47M	Buy	265,862 +35,777	+16%	+$953K	0.08%	126
2025 Q4	$5.73M	Sell	230,085 -7,354	-3%	-$185K	0.06%	152
2025 Q3	$6.05M	Buy	237,439 +5,231	+2%	+$129K	0.07%	156
2025 Q2	$5.63M	Sell	232,208 -31,124	-12%	-$726K	0.07%	147
2025 Q1	$6.67M	Sell	263,332 -9,466	-3%	-$248K	0.08%	127
2024 Q4	$7.24M	Sell	272,798 -393,531	-59%	-$10.7M	0.09%	123
2024 Q3	$19.3M	Buy	666,329 +394,291	+145%	+$11.5M	0.24%	63
2024 Q2	$7.61M	Sell	272,038 -14,686	-5%	-$404K	0.1%	112
2024 Q1	$7.96M	Sell	286,724 -4,600	-2%	-$128K	0.11%	109
2023 Q4	$8.39M	Buy	291,324 +193,726	+198%	+$5.86M	0.12%	102
2023 Q3	$3.24M	Buy	97,598 +3,706	+4%	+$131K	0.07%	105
2023 Q2	$3.44M	Buy	93,892 +67,706	+259%	+$2.64M	0.08%	95
2023 Q1	$1.07M	Buy	26,186 +2,575	+11%	+$111K	0.03%	125
2022 Q4	$1.12M	Sell	23,611 -1,419	-6%	-$68K	0.03%	127
2022 Q3	$1.09M	Sell	25,030 -2,804	-10%	-$136K	0.08%	118
2022 Q2	$1.46M	Buy	27,834 +2,273	+9%	+$116K	0.1%	107
2022 Q1	$1.32M	Buy	25,561 +1,007	+4%	+$52.2K	0.09%	118
2021 Q4	$1.45M	Buy	24,554 +489	+2%	+$24.2K	0.1%	113
2021 Q3	$1.03M	Sell	24,065 -370	-2%	-$16.4K	0.08%	123
2021 Q2	$957K	Sell	24,435 -478	-2%	-$18.6K	0.07%	131
2021 Q1	$903K	Sell	24,913 -288	-1%	-$10.2K	0.07%	126
2020 Q4	$928K	Sell	25,201 -166,045	-87%	-$6.09M	0.08%	123
2020 Q3	$6.66M	Sell	191,246 -9,184	-5%	-$322K	0.7%	34
2020 Q2	$6.22M	Buy	200,430 +1,900	+1%	+$64.5K	0.76%	35
2020 Q1	$6.15M	Sell	198,530 -6,432	-3%	-$219K	0.87%	29
2019 Q4	$7.62M	Buy	204,962 +4,028	+2%	+$143K	0.76%	31
2019 Q3	$6.85M	Buy	200,934 +1,712	+0.9%	+$62.3K	0.72%	35
2019 Q2	$8.19M	Buy	199,222 +55,099	+38%	+$2.19M	0.88%	30
2019 Q1	$5.81M	Buy	144,123 +1,409	+1%	+$56.4K	0.66%	35
2018 Q4	$5.91M	Buy	142,714 +2,757	+2%	+$114K	0.78%	32
2018 Q3	$5.85M	Sell	139,957 -2,634	-2%	-$101K	0.66%	35
2018 Q2	$4.91M	Sell	142,591 -3,368	-2%	-$115K	0.55%	42
2018 Q1	$4.92M	Sell	145,959 -23,964	-14%	-$824K	0.63%	34
2017 Q4	$5.84M	Buy	169,923 +12,525	+8%	+$427K	0.66%	43
2017 Q3	$5.33M	Buy	157,398 +17,911	+13%	+$576K	0.6%	42
2017 Q2	$4.45M	Buy	139,487 +3,924	+3%	+$124K	0.55%	49
2017 Q1	$4.4M	Buy	+135,563	New	+$4.27M	0.58%	45

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

RWA Wealth Partners's PFE Position: Q2 2026 in Review

RWA Wealth Partners increased its Pfizer (PFE) stake by 7.3% in Q2 2026, buying an estimated $507K and bringing the position to 285,238 shares worth $6.87M. The position accounts for 0.07% of the portfolio, ranked #146.

RWA Wealth Partners first reported a position in PFE in Q1 2017 and has held it in 38 quarters since. The position peaked at $19.3M in Q3 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

RWA Wealth Partners held 285,238 shares of Pfizer worth $6.87M as of Q2 2026.
RWA Wealth Partners bought 19,376 Pfizer shares in Q2 2026, an estimated $507K.
Pfizer made up 0.07% of RWA Wealth Partners's portfolio in Q2 2026, its #146 holding.
RWA Wealth Partners first reported a position in Pfizer in Q1 2017 and has held it in 38 quarters since.
RWA Wealth Partners's Pfizer position peaked at $19.3M in Q3 2024.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.