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Third View Private Wealth’s Pfizer PFE Stock Holding History

Third View Private 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 		$386K Sell
16,016
-555
-3% -$14.5K 0.05% 217
2026
Q1 		$465K Buy
16,571
+562
+4% +$15K 0.06% 172
2025
Q4 		$399K Buy
+16,009
New +$404K 0.05% 195

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Third View Private Wealth's PFE Position: Q2 2026 in Review

Third View Private Wealth reduced its Pfizer (PFE) stake by 3.3% in Q2 2026, selling an estimated $14.5K and leaving 16,016 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #217.

Third View Private Wealth first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q1 2026. 1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Third View Private Wealth held 16,016 shares of Pfizer worth $386K as of Q2 2026.
  • Third View Private Wealth sold 555 Pfizer shares in Q2 2026, an estimated $14.5K.
  • Pfizer made up 0.05% of Third View Private Wealth's portfolio in Q2 2026, its #217 holding.
  • Third View Private Wealth first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Pfizer position peaked at $465K in Q1 2026.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.