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Ullmann Wealth Partners Group’s Pfizer PFE Stock Holding History

Ullmann Wealth Partners 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 		$228K Sell
9,468
-180
-2% -$4.71K 0.02% 156
2026
Q1 		$271K Buy
9,648
+844
+10% +$22.5K 0.03% 138
2025
Q4 		$217K Buy
8,804
+4
+0% +$101 0.02% 142
2025
Q3 		$224K Buy
+8,800
New +$217K 0.02% 139
2023
Q1 		– Sell
-5,867
Closed -$301K – 98
2022
Q4 		$301K Sell
5,867
-219
-4% -$10.5K 0.07% 65
2022
Q3 		$266K Sell
6,086
-101
-2% -$4.91K 0.07% 70
2022
Q2 		$324K Buy
6,187
+428
+7% +$21.8K 0.09% 62
2022
Q1 		$298K Buy
5,759
+335
+6% +$17.4K 0.08% 67
2021
Q4 		$320K Sell
5,424
-206
-4% -$10.2K 0.09% 69
2021
Q3 		$242K Buy
+5,630
New +$249K 0.1% 71
2017
Q3 		– Sell
-247
Closed -$7K – 106
2017
Q2 		$7K Sell
247
-535
-68% -$16.9K 0.01% 148
2017
Q1 		$25K Buy
+782
New +$24.7K 0.02% 102

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

Ullmann Wealth Partners Group's PFE Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its Pfizer (PFE) stake by 1.9% in Q2 2026, selling an estimated $4.71K and leaving 9,468 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #156.

Ullmann Wealth Partners Group first reported a position in PFE in Q1 2017 and has held it in 12 quarters since. The position peaked at $324K in Q2 2022. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Ullmann Wealth Partners Group held 9,468 shares of Pfizer worth $228K as of Q2 2026.
  • Ullmann Wealth Partners Group sold 180 Pfizer shares in Q2 2026, an estimated $4.71K.
  • Pfizer made up 0.02% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #156 holding.
  • Ullmann Wealth Partners Group first reported a position in Pfizer in Q1 2017 and has held it in 12 quarters since.
  • Ullmann Wealth Partners Group's Pfizer position peaked at $324K in Q2 2022.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.