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Tortuga Wealth Management’s Pfizer PFE Stock Holding History

Tortuga 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
2026
Q1 		$616K Buy
21,930
+2,857
+15% +$76.1K 0.58% 45
2025
Q4 		$475K Buy
+19,073
New +$481K 0.5% 46

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

Tortuga Wealth Management's PFE Position: Q1 2026 in Review

Tortuga Wealth Management increased its Pfizer (PFE) stake by 15% in Q1 2026, buying an estimated $76.1K and bringing the position to 21,930 shares worth $616K. The position accounts for 0.58% of the portfolio, ranked #45.

Tortuga Wealth Management first reported a position in PFE in Q4 2025 and has held it in 2 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Tortuga Wealth Management held 21,930 shares of Pfizer worth $616K as of Q1 2026.
  • Tortuga Wealth Management bought 2,857 Pfizer shares in Q1 2026, an estimated $76.1K.
  • Pfizer made up 0.58% of Tortuga Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Tortuga Wealth Management first reported a position in Pfizer in Q4 2025 and has held it in 2 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.