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Spectrum Wealth Advisory Group’s Pfizer PFE Stock Holding History

Spectrum Wealth Advisory Group’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 		$7.74K Buy
+322
New +$8.42K ﹤0.01% 256
2022
Q1 		– Sell
-3,496
Closed -$206K – 50
2021
Q4 		$206K Buy
+3,496
New +$173K 0.18% 47

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

Spectrum Wealth Advisory Group's PFE Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Pfizer (PFE) in Q2 2026: 322 shares worth $7.74K. The stake represents ﹤0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in PFE as recently as Q4 2021.

Spectrum Wealth Advisory Group first reported a position in PFE in Q4 2021 and has held it in 2 quarters since. The position peaked at $206K in Q4 2021. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Spectrum Wealth Advisory Group held 322 shares of Pfizer worth $7.74K as of Q2 2026.
  • Pfizer was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Pfizer made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #256 holding.
  • Spectrum Wealth Advisory Group first reported a position in Pfizer in Q4 2021 and has held it in 2 quarters since.
  • Spectrum Wealth Advisory Group's Pfizer position peaked at $206K in Q4 2021.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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