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Triad Wealth Partners’s Pfizer PFE Stock Holding History

Triad Wealth Partners’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 		$474K Buy
18,923
+4,785
+34% +$125K 0.03% 330
2026
Q1 		$397K Sell
14,138
-6,328
-31% -$168K 0.03% 328
2025
Q4 		$510K Buy
20,466
+386
+2% +$9.73K 0.05% 263
2025
Q3 		$512K Buy
20,080
+11,316
+129% +$279K 0.07% 203
2025
Q2 		$212K Buy
+8,764
New +$204K 0.04% 273
2024
Q3 		– Sell
-5,438
Closed -$152K – 659
2024
Q2 		$152K Buy
+5,438
New +$150K 0.08% 113

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

Triad Wealth Partners's PFE Position: Q2 2026 in Review

Triad Wealth Partners increased its Pfizer (PFE) stake by 34% in Q2 2026, buying an estimated $125K and bringing the position to 18,923 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #330.

Triad Wealth Partners first reported a position in PFE in Q2 2024 and has held it in 6 quarters since. The position peaked at $512K in Q3 2025. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Triad Wealth Partners held 18,923 shares of Pfizer worth $474K as of Q2 2026.
  • Triad Wealth Partners bought 4,785 Pfizer shares in Q2 2026, an estimated $125K.
  • Pfizer made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #330 holding.
  • Triad Wealth Partners first reported a position in Pfizer in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Pfizer position peaked at $512K in Q3 2025.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.