Sendero Wealth Management’s Pfizer PFE Stock Holding History

Sendero 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
2026 Q2	$299K	Sell	12,432 -142	-1%	-$3.71K	0.03%	186
2026 Q1	$353K	Buy	12,574 +221	+2%	+$5.88K	0.04%	174
2025 Q4	$308K	Buy	12,353 +135	+1%	+$3.4K	0.03%	179
2025 Q3	$311K	Buy	12,218 +2,646	+28%	+$65.3K	0.04%	169
2025 Q2	$232K	Buy	9,572 +28	+0.3%	+$653	0.03%	181
2025 Q1	$242K	Buy	9,544 +383	+4%	+$10K	0.03%	168
2024 Q4	$243K	Hold	9,161	–	–	0.04%	155
2024 Q3	$265K	Hold	9,161	–	–	0.04%	152
2024 Q2	$256K	Sell	9,161 -1,738	-16%	-$47.8K	0.04%	149
2024 Q1	$302K	Buy	10,899 +1,738	+19%	+$48.2K	0.05%	144
2023 Q4	$264K	Hold	9,161	–	–	0.05%	140
2023 Q3	$304K	Hold	9,161	–	–	0.07%	136
2023 Q2	$336K	Buy	+9,161	New	+$357K	0.07%	127

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

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

Sendero Wealth Management reduced its Pfizer (PFE) stake by 1.1% in Q2 2026, selling an estimated $3.71K and leaving 12,432 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #186.

Sendero Wealth Management first reported a position in PFE in Q2 2023 and has held it in 13 quarters since. The position peaked at $353K in Q1 2026. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Sendero Wealth Management held 12,432 shares of Pfizer worth $299K as of Q2 2026.
Sendero Wealth Management sold 142 Pfizer shares in Q2 2026, an estimated $3.71K.
Pfizer made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #186 holding.
Sendero Wealth Management first reported a position in Pfizer in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's Pfizer position peaked at $353K in Q1 2026.
2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.