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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ullmann Wealth Partners Group's PFE Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its Pfizer (PFE) stake by 9.6% in Q1 2026, buying an estimated $22.5K and bringing the position to 9,648 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #138.

Ullmann Wealth Partners Group first reported a position in PFE in Q1 2017 and has held it in 11 quarters since. The position peaked at $324K in Q2 2022. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Ullmann Wealth Partners Group held 9,648 shares of Pfizer worth $271K as of Q1 2026.
  • Ullmann Wealth Partners Group bought 844 Pfizer shares in Q1 2026, an estimated $22.5K.
  • Pfizer made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #138 holding.
  • Ullmann Wealth Partners Group first reported a position in Pfizer in Q1 2017 and has held it in 11 quarters since.
  • Ullmann Wealth Partners Group's Pfizer position peaked at $324K in Q2 2022.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.