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U.S. Wealth Group’s Pfizer PFE Stock Holding History

U.S. Wealth 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
Q2 		$2.81M Buy
116,761
+13,516
+13% +$354K 1.68% 27
2026
Q1 		$2.9M Sell
103,245
-711
-0.7% -$18.9K 1.96% 20
2025
Q4 		$2.59M Sell
103,956
-595
-0.6% -$15K 1.71% 24
2025
Q3 		$2.66M Buy
104,551
+2,430
+2% +$60K 1.74% 23
2025
Q2 		$2.48M Buy
102,121
+23,219
+29% +$541K 1.93% 22
2025
Q1 		$2M Sell
78,902
-734
-0.9% -$19.2K 1.58% 30
2024
Q4 		$2.11M Buy
+79,636
New +$2.16M 1.6% 28

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

U.S. Wealth Group's PFE Position: Q2 2026 in Review

U.S. Wealth Group increased its Pfizer (PFE) stake by 13% in Q2 2026, buying an estimated $354K and bringing the position to 116,761 shares worth $2.81M. The position accounts for 1.68% of the portfolio, ranked #27.

U.S. Wealth Group first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q1 2026. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • U.S. Wealth Group held 116,761 shares of Pfizer worth $2.81M as of Q2 2026.
  • U.S. Wealth Group bought 13,516 Pfizer shares in Q2 2026, an estimated $354K.
  • Pfizer made up 1.68% of U.S. Wealth Group's portfolio in Q2 2026, its #27 holding.
  • U.S. Wealth Group first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • U.S. Wealth Group's Pfizer position peaked at $2.9M in Q1 2026.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.