Ullmann Wealth Partners Group
PFE icon

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
Q3 		$298K Buy
10,463
+995
+11% +$26.5K 0.03% 136
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ullmann Wealth Partners Group's PFE Position: Q3 2026 in Review

Ullmann Wealth Partners Group increased its Pfizer (PFE) stake by 11% in Q3 2026, buying an estimated $26.5K and bringing the position to 10,463 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #136.

Ullmann Wealth Partners Group first reported a position in PFE in Q1 2017 and has held it in 13 quarters since. The position peaked at $324K in Q2 2022. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Ullmann Wealth Partners Group held 10,463 shares of Pfizer worth $298K as of Q3 2026.
  • Ullmann Wealth Partners Group bought 995 Pfizer shares in Q3 2026, an estimated $26.5K.
  • Pfizer made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #136 holding.
  • Ullmann Wealth Partners Group first reported a position in Pfizer in Q1 2017 and has held it in 13 quarters since.
  • Ullmann Wealth Partners Group's Pfizer position peaked at $324K in Q2 2022.
  • 1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.