Simplicity Wealth’s Pfizer PFE Stock Holding History

Simplicity Wealth’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	$2.63M	Buy	109,120 +64,440	+144%	+$1.69M	0.09%	225
2026 Q1	$1.25M	Buy	44,680 +4,601	+11%	+$122K	0.07%	252
2025 Q4	$998K	Sell	40,079 -7,589	-16%	-$191K	0.06%	279
2025 Q3	$1.21M	Sell	47,668 -12,320	-21%	-$304K	0.07%	260
2025 Q2	$1.45M	Sell	59,988 -14,255	-19%	-$332K	0.06%	255
2025 Q1	$1.88M	Buy	+74,243	New	+$1.94M	0.15%	157
2024 Q4	–	Sell	-36,356	Closed	-$1.05M	–	465
2024 Q3	$1.05M	Sell	36,356 -101,417	-74%	-$2.96M	0.1%	190
2024 Q2	$3.85M	Sell	137,773 -3,974	-3%	-$109K	0.09%	229
2024 Q1	$3.93M	Buy	+141,747	New	+$3.93M	0.09%	222

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Wealth's PFE Position: Q2 2026 in Review

Simplicity Wealth increased its Pfizer (PFE) stake by 144% in Q2 2026, buying an estimated $1.69M and bringing the position to 109,120 shares worth $2.63M. The position accounts for 0.09% of the portfolio, ranked #225.

Simplicity Wealth first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.93M in Q1 2024. 1,939 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Simplicity Wealth held 109,120 shares of Pfizer worth $2.63M as of Q2 2026.
Simplicity Wealth bought 64,440 Pfizer shares in Q2 2026, an estimated $1.69M.
Pfizer made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #225 holding.
Simplicity Wealth first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Pfizer position peaked at $3.93M in Q1 2024.
1,939 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.