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Synergy Investment Management’s Pfizer PFE Stock Holding History

Synergy Investment 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
2026
Q2 		$59.2K Buy
2,409
+1,025
+74% +$26.8K 0.01% 352
2026
Q1 		$38.9K Buy
+1,384
New +$36.8K 0.01% 315
2025
Q2 		– Sell
-840
Closed -$21.3K – 425
2025
Q1 		$21.3K Hold
840
– – 0.01% 307
2024
Q4 		$22.3K Buy
+840
New +$22.8K 0.01% 311

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

Synergy Investment Management's PFE Position: Q2 2026 in Review

Synergy Investment Management increased its Pfizer (PFE) stake by 74% in Q2 2026, buying an estimated $26.8K and bringing the position to 2,409 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #352.

Synergy Investment Management first reported a position in PFE in Q4 2024 and has held it in 4 quarters since. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Synergy Investment Management held 2,409 shares of Pfizer worth $59.2K as of Q2 2026.
  • Synergy Investment Management bought 1,025 Pfizer shares in Q2 2026, an estimated $26.8K.
  • Pfizer made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #352 holding.
  • Synergy Investment Management first reported a position in Pfizer in Q4 2024 and has held it in 4 quarters since.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.