tru Independence’s Pfizer PFE Stock Holding History

tru Independence’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	–	Sell	-7,163	Closed	-$201K	–	109
2026 Q1	$201K	Buy	+7,163	New	+$191K	0.1%	101
2021 Q3	–	Sell	-136,253	Closed	-$5.33M	–	304
2021 Q2	$5.33M	Sell	136,253 -37	-0%	-$1.44K	1.57%	34
2021 Q1	$4.94M	Sell	136,290 -1,997	-1%	-$70.9K	0.93%	44
2020 Q4	$5.09K	Sell	138,287 -5,388	-4%	-$198K	0.01%	287
2020 Q3	$5M	Sell	143,675 -85,989	-37%	-$3.01M	1.42%	25
2020 Q2	$7.13K	Buy	229,664 +3,886	+2%	+$132K	1.03%	12
2020 Q1	$6.99K	Sell	225,778 -126,454	-36%	-$4.31M	1.14%	14
2019 Q4	$11.7M	Buy	+352,232	New	+$12.5M	1.68%	9

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

tru Independence's PFE Position: Q2 2026 in Review

tru Independence sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,163 shares — an estimated $201K sold.

tru Independence first reported a position in PFE in Q4 2019 and held it in 8 quarters. The position peaked at $11.7M in Q4 2019. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

tru Independence reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
tru Independence sold 7,163 Pfizer shares in Q2 2026, an estimated $201K.
tru Independence first reported a position in Pfizer in Q4 2019 and held it in 8 quarters.
tru Independence's Pfizer position peaked at $11.7M in Q4 2019.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.