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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Straight Path Wealth Management's PFE Position: Q1 2026 in Review

Straight Path Wealth Management increased its Pfizer (PFE) stake by 0.93% in Q1 2026, buying an estimated $13.3K and bringing the position to 54,064 shares worth $1.52M. The position accounts for 0.41% of the portfolio, ranked #27.

Straight Path Wealth Management first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Straight Path Wealth Management held 54,064 shares of Pfizer worth $1.52M as of Q1 2026.
  • Straight Path Wealth Management bought 500 Pfizer shares in Q1 2026, an estimated $13.3K.
  • Pfizer made up 0.41% of Straight Path Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Straight Path Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.