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Spinnaker Investment Group’s Pfizer PFE Stock Holding History

Spinnaker Investment 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 		$549K Buy
22,810
+12,211
+115% +$319K 0.09% 92
2026
Q1 		$298K Sell
10,599
-883
-8% -$23.5K 0.06% 108
2025
Q4 		$286K Sell
11,482
-31
-0.3% -$782 0.05% 135
2025
Q3 		$293K Buy
+11,513
New +$284K 0.06% 126
2024
Q4 		– Sell
-8,249
Closed -$239K – 98
2024
Q3 		$239K Buy
8,249
+541
+7% +$15.8K 0.06% 85
2024
Q2 		$216K Buy
+7,708
New +$212K 0.06% 75
2023
Q4 		– Sell
-6,105
Closed -$203K – 90
2023
Q3 		$203K Buy
+6,105
New +$216K 0.07% 82
2023
Q2 		– Sell
-5,045
Closed -$206K – 86
2023
Q1 		$206K Buy
5,045
+32
+0.6% +$1.38K 0.07% 82
2022
Q4 		$257K Buy
5,013
+285
+6% +$13.7K 0.09% 76
2022
Q3 		$207K Buy
+4,728
New +$230K 0.08% 79
2022
Q2 		– Sell
-4,278
Closed -$226K – 85
2022
Q1 		$226K Buy
4,278
+255
+6% +$13.2K 0.07% 79
2021
Q4 		$215K Buy
+4,023
New +$199K 0.08% 87

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

Spinnaker Investment Group's PFE Position: Q2 2026 in Review

Spinnaker Investment Group increased its Pfizer (PFE) stake by 115% in Q2 2026, buying an estimated $319K and bringing the position to 22,810 shares worth $549K. The position accounts for 0.09% of the portfolio, ranked #92.

Spinnaker Investment Group first reported a position in PFE in Q4 2021 and has held it in 12 quarters since. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Spinnaker Investment Group held 22,810 shares of Pfizer worth $549K as of Q2 2026.
  • Spinnaker Investment Group bought 12,211 Pfizer shares in Q2 2026, an estimated $319K.
  • Pfizer made up 0.09% of Spinnaker Investment Group's portfolio in Q2 2026, its #92 holding.
  • Spinnaker Investment Group first reported a position in Pfizer in Q4 2021 and has held it in 12 quarters since.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.