UFPG
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United Financial Planning Group’s Pfizer PFE Stock Holding History

United Financial Planning 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 		$11K Sell
458
-35
-7% -$916 0.01% 237
2026
Q1 		$13.8K Sell
493
-3,033
-86% -$80.7K 0.01% 169
2025
Q4 		$87.8K Buy
3,526
+3,039
+624% +$76.6K 0.05% 71
2025
Q3 		$12.4K Buy
+487
New +$12K 0.01% 141

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

United Financial Planning Group's PFE Position: Q2 2026 in Review

United Financial Planning Group reduced its Pfizer (PFE) stake by 7.1% in Q2 2026, selling an estimated $916 and leaving 458 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #237.

United Financial Planning Group first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. The position peaked at $87.8K in Q4 2025. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • United Financial Planning Group held 458 shares of Pfizer worth $11K as of Q2 2026.
  • United Financial Planning Group sold 35 Pfizer shares in Q2 2026, an estimated $916.
  • Pfizer made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #237 holding.
  • United Financial Planning Group first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Pfizer position peaked at $87.8K in Q4 2025.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.