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Turning Point Benefit Group’s Pfizer PFE Stock Holding History

Turning Point Benefit Group’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 		– Sell
-606
Closed -$15.1K – 593
2025
Q4 		$15.1K Buy
606
+77
+15% +$1.94K 0.01% 214
2025
Q3 		$14.4K Buy
+529
New +$13.1K 0.01% 197

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Turning Point Benefit Group's PFE Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Pfizer (PFE) in Q1 2026, closing a stake of 606 shares — an estimated $15.1K sold.

Turning Point Benefit Group first reported a position in PFE in Q3 2025 and held it in 2 quarters. The position peaked at $15.1K in Q4 2025. 2,952 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 606 Pfizer shares in Q1 2026, an estimated $15.1K.
  • Turning Point Benefit Group first reported a position in Pfizer in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Pfizer position peaked at $15.1K in Q4 2025.
  • 2,952 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.