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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Sendero Wealth Management increased its Pfizer (PFE) stake by 1.8% in Q1 2026, buying an estimated $5.88K and bringing the position to 12,574 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #174.

Sendero Wealth Management first reported a position in PFE in Q2 2023 and has held it in 12 quarters since. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Sendero Wealth Management held 12,574 shares of Pfizer worth $353K as of Q1 2026.
Sendero Wealth Management bought 221 Pfizer shares in Q1 2026, an estimated $5.88K.
Pfizer made up 0.04% of Sendero Wealth Management's portfolio in Q1 2026, its #174 holding.
Sendero Wealth Management first reported a position in Pfizer in Q2 2023 and has held it in 12 quarters since.
2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.