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SteelPeak Wealth’s Pfizer PFE Stock Holding History

SteelPeak 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 		$6.96M Sell
289,182
-10,761
-4% -$281K 0.18% 106
2026
Q1 		$8.42M Sell
299,943
-44,123
-13% -$1.17M 0.26% 88
2025
Q4 		$8.57M Buy
344,066
+94,535
+38% +$2.38M 0.28% 74
2025
Q3 		$6.36M Sell
249,531
-7,725
-3% -$191K 0.21% 91
2025
Q2 		$6.24M Buy
257,256
+36,195
+16% +$844K 0.24% 86
2025
Q1 		$5.6M Buy
221,061
+202,659
+1,101% +$5.3M 0.23% 95
2024
Q4 		$488K Sell
18,402
-154,915
-89% -$4.2M 0.02% 344
2024
Q3 		$5.02M Buy
173,317
+122,889
+244% +$3.58M 0.22% 88
2024
Q2 		$1.41M Buy
50,428
+11,618
+30% +$320K 0.07% 193
2024
Q1 		$1.08M Buy
38,810
+14,947
+63% +$415K 0.05% 210
2023
Q4 		$687K Sell
23,863
-11,733
-33% -$355K 0.04% 249
2023
Q3 		$1.18M Sell
35,596
-3,146
-8% -$111K 0.07% 175
2023
Q2 		$1.42M Sell
38,742
-4,065
-9% -$158K 0.08% 152
2023
Q1 		$1.75M Sell
42,807
-19,317
-31% -$834K 0.12% 127
2022
Q4 		$3.18M Sell
62,124
-29,585
-32% -$1.42M 0.23% 89
2022
Q3 		$4.01M Buy
91,709
+36,232
+65% +$1.76M 0.3% 73
2022
Q2 		$2.91M Buy
55,477
+2,011
+4% +$102K 0.21% 90
2022
Q1 		$2.77M Buy
53,466
+6,614
+14% +$343K 0.16% 105
2021
Q4 		$2.77M Buy
46,852
+5,487
+13% +$272K 0.16% 103
2021
Q3 		$1.78M Buy
41,365
+3,432
+9% +$152K 0.12% 114
2021
Q2 		$1.49M Buy
37,933
+10,494
+38% +$408K 0.1% 136
2021
Q1 		$994K Sell
27,439
-24,595
-47% -$873K 0.08% 162
2020
Q4 		$1.92M Buy
52,034
+34,565
+198% +$1.27M 0.17% 100
2020
Q3 		$608K Sell
17,469
-158,675
-90% -$5.56M 0.07% 163
2020
Q2 		$5.46M Buy
176,144
+28,456
+19% +$967K 0.69% 39
2020
Q1 		$4.57M Buy
147,688
+5,160
+4% +$176K 0.72% 38
2019
Q4 		$5.3M Buy
+142,528
New +$5.08M 0.73% 39

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

SteelPeak Wealth's PFE Position: Q2 2026 in Review

SteelPeak Wealth reduced its Pfizer (PFE) stake by 3.6% in Q2 2026, selling an estimated $281K and leaving 289,182 shares worth $6.96M. The position accounts for 0.18% of the portfolio, ranked #106.

SteelPeak Wealth first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.57M in Q4 2025. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • SteelPeak Wealth held 289,182 shares of Pfizer worth $6.96M as of Q2 2026.
  • SteelPeak Wealth sold 10,761 Pfizer shares in Q2 2026, an estimated $281K.
  • Pfizer made up 0.18% of SteelPeak Wealth's portfolio in Q2 2026, its #106 holding.
  • SteelPeak Wealth first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Pfizer position peaked at $8.57M in Q4 2025.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.