True Wealth Design’s Pfizer PFE Stock Holding History

True Wealth Design’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	$99.2K	Buy	4,118 +2,987	+264%	+$78.1K	0.02%	264
2026 Q1	$31.8K	Buy	1,131 +508	+82%	+$13.5K	0.01%	539
2025 Q4	$15.5K	Sell	623 -673	-52%	-$17K	﹤0.01%	696
2025 Q3	$33K	Buy	1,296 +974	+302%	+$24K	0.01%	438
2025 Q2	$7.8K	Sell	322 -468	-59%	-$10.9K	﹤0.01%	664
2025 Q1	$20K	Buy	790 +199	+34%	+$5.21K	0.01%	344
2024 Q4	$15.7K	Buy	+591	New	+$16K	0.01%	351
2024 Q1	–	Sell	-201	Closed	-$5.8K	–	805
2023 Q4	$5.8K	Buy	201 +142	+241%	+$4.29K	﹤0.01%	257
2023 Q3	$1.97K	Sell	59 -113	-66%	-$4K	﹤0.01%	266
2023 Q2	$6.29K	Sell	172 -1,375	-89%	-$53.5K	﹤0.01%	236
2023 Q1	$63.1K	Sell	1,547 -15,605	-91%	-$674K	0.03%	149
2022 Q4	$879K	Buy	+17,152	New	+$822K	0.41%	32

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

True Wealth Design's PFE Position: Q2 2026 in Review

True Wealth Design increased its Pfizer (PFE) stake by 264% in Q2 2026, buying an estimated $78.1K and bringing the position to 4,118 shares worth $99.2K. The position accounts for 0.02% of the portfolio, ranked #264.

True Wealth Design first reported a position in PFE in Q4 2022 and has held it in 12 quarters since. The position peaked at $879K in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

True Wealth Design held 4,118 shares of Pfizer worth $99.2K as of Q2 2026.
True Wealth Design bought 2,987 Pfizer shares in Q2 2026, an estimated $78.1K.
Pfizer made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #264 holding.
True Wealth Design first reported a position in Pfizer in Q4 2022 and has held it in 12 quarters since.
True Wealth Design's Pfizer position peaked at $879K in Q4 2022.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.