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Spartan Wealth Advisory Services LLC’s Pfizer PFE Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$492K Buy
20,441
+1,942
+10% +$50.8K 0.04% 221
2026
Q1 		$519K Buy
+18,499
New +$493K 0.05% 209

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 $3.37T AUM 44.26% 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

Spartan Wealth Advisory Services LLC's PFE Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Pfizer (PFE) stake by 10% in Q2 2026, buying an estimated $50.8K and bringing the position to 20,441 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #221.

Spartan Wealth Advisory Services LLC first reported a position in PFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $519K in Q1 2026. 2,713 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 20,441 shares of Pfizer worth $492K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,942 Pfizer shares in Q2 2026, an estimated $50.8K.
  • Pfizer made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #221 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Pfizer in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Pfizer position peaked at $519K in Q1 2026.
  • 2,713 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.