SWGC
PFE icon

Summit Wealth Group (Colorado)’s Pfizer PFE Stock Holding History

Summit Wealth Group (Colorado)’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 		$280K Buy
11,625
+2,610
+29% +$68.3K 0.02% 318
2026
Q1 		$253K Buy
+9,015
New +$240K 0.03% 286
2025
Q4 		– Sell
-26,467
Closed -$878K – 521
2025
Q3 		$878K Buy
+26,467
New +$653K 0.09% 185

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

Summit Wealth Group (Colorado)'s PFE Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Pfizer (PFE) stake by 29% in Q2 2026, buying an estimated $68.3K and bringing the position to 11,625 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #318.

Summit Wealth Group (Colorado) first reported a position in PFE in Q3 2025 and has held it in 3 quarters since. The position peaked at $878K in Q3 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,625 shares of Pfizer worth $280K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 2,610 Pfizer shares in Q2 2026, an estimated $68.3K.
  • Pfizer made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #318 holding.
  • Summit Wealth Group (Colorado) first reported a position in Pfizer in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Pfizer position peaked at $878K in Q3 2025.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.