Uniting Wealth Partners’s Pfizer PFE Stock Holding History

Uniting Wealth Partners’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	$289K	Sell	11,985 -1,440	-11%	-$37.7K	0.06%	152
2026 Q1	$377K	Sell	13,425 -318	-2%	-$8.47K	0.08%	131
2025 Q4	$342K	Buy	13,743 +34	+0.2%	+$857	0.1%	106
2025 Q3	$349K	Sell	13,709 -2,217	-14%	-$54.7K	0.08%	126
2025 Q2	$386K	Sell	15,926 -9,918	-38%	-$231K	0.15%	73
2025 Q1	$655K	Sell	25,844 -1,495	-5%	-$39.1K	0.33%	35
2024 Q4	$725K	Buy	+27,339	New	+$742K	0.35%	37

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Uniting Wealth Partners's PFE Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Pfizer (PFE) stake by 11% in Q2 2026, selling an estimated $37.7K and leaving 11,985 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #152.

Uniting Wealth Partners first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $725K in Q4 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Uniting Wealth Partners held 11,985 shares of Pfizer worth $289K as of Q2 2026.
Uniting Wealth Partners sold 1,440 Pfizer shares in Q2 2026, an estimated $37.7K.
Pfizer made up 0.06% of Uniting Wealth Partners's portfolio in Q2 2026, its #152 holding.
Uniting Wealth Partners first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Uniting Wealth Partners's Pfizer position peaked at $725K in Q4 2024.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.