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SHP Wealth Management’s Pfizer PFE Stock Holding History

SHP 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 		$235K Buy
9,754
+143
+1% +$3.74K 0.02% 274
2026
Q1 		$270K Buy
9,611
+1,602
+20% +$42.7K 0.02% 213
2025
Q4 		$199K Buy
+8,009
New +$202K 0.02% 255

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

SHP Wealth Management increased its Pfizer (PFE) stake by 1.5% in Q2 2026, buying an estimated $3.74K and bringing the position to 9,754 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #274.

SHP Wealth Management first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q1 2026. 2,838 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • SHP Wealth Management held 9,754 shares of Pfizer worth $235K as of Q2 2026.
  • SHP Wealth Management bought 143 Pfizer shares in Q2 2026, an estimated $3.74K.
  • Pfizer made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #274 holding.
  • SHP Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Pfizer position peaked at $270K in Q1 2026.
  • 2,838 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.