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TritonPoint Wealth’s Pfizer PFE Stock Holding History

TritonPoint 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 		$684K Sell
28,412
-562
-2% -$14.7K 0.07% 151
2026
Q1 		$814K Buy
28,974
+162
+0.6% +$4.31K 0.09% 136
2025
Q4 		$717K Sell
28,812
-3,053
-10% -$77K 0.07% 144
2025
Q3 		$812K Buy
31,865
+791
+3% +$19.5K 0.07% 174
2025
Q2 		$753K Buy
31,074
+1,540
+5% +$35.9K 0.07% 179
2025
Q1 		$748K Buy
29,534
+3,684
+14% +$96.4K 0.07% 177
2024
Q4 		$686K Sell
25,850
-1,994
-7% -$54.1K 0.06% 179
2024
Q3 		$810K Sell
27,844
-1,905
-6% -$55.6K 0.07% 169
2024
Q2 		$832K Sell
29,749
-21,602
-42% -$595K 0.08% 157
2024
Q1 		$2.21M Sell
51,351
-38,291
-43% -$1.06M 0.23% 98
2023
Q4 		$2.58M Buy
+89,642
New +$2.71M 0.25% 94

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

TritonPoint Wealth's PFE Position: Q2 2026 in Review

TritonPoint Wealth reduced its Pfizer (PFE) stake by 1.9% in Q2 2026, selling an estimated $14.7K and leaving 28,412 shares worth $684K. The position accounts for 0.07% of the portfolio, ranked #151.

TritonPoint Wealth first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.58M in Q4 2023. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • TritonPoint Wealth held 28,412 shares of Pfizer worth $684K as of Q2 2026.
  • TritonPoint Wealth sold 562 Pfizer shares in Q2 2026, an estimated $14.7K.
  • Pfizer made up 0.07% of TritonPoint Wealth's portfolio in Q2 2026, its #151 holding.
  • TritonPoint Wealth first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Pfizer position peaked at $2.58M in Q4 2023.
  • 2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.