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Straight Path Wealth Management’s Pfizer PFE Stock Holding History

Straight Path Wealth Management’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
2025
Q4 		– Sell
-40,500
Closed -$1.03M – 142
2025
Q3 		$1.03M Buy
+40,500
New +$1,000K 0.28% 44

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

Straight Path Wealth Management's PFE Position: Q2 2026 in Review

Straight Path Wealth Management held its Pfizer (PFE) position steady in Q2 2026 at 54,064 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #34.

Straight Path Wealth Management first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.52M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Straight Path Wealth Management held 54,064 shares of Pfizer worth $1.3M as of Q2 2026.
  • Straight Path Wealth Management left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.3% of Straight Path Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Straight Path Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
  • Straight Path Wealth Management's Pfizer position peaked at $1.52M in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.