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Waypoint Wealth Counsel’s Pfizer PFE Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-7,343
Closed -$206K – 214
2026
Q1 		$206K Sell
7,343
-6,758
-48% -$180K 0.11% 214
2025
Q4 		$351K Sell
14,101
-627
-4% -$15.8K 0.13% 160
2025
Q3 		$375K Buy
+14,728
New +$364K 0.15% 134
2024
Q1 		– Sell
-8,057
Closed -$232K – 105
2023
Q4 		$232K Sell
8,057
-2,446
-23% -$73.9K 0.2% 84
2023
Q3 		$348K Buy
10,503
+138
+1% +$4.88K 0.33% 53
2023
Q2 		$380K Sell
10,365
-45
-0.4% -$1.75K 0.34% 52
2023
Q1 		$425K Sell
10,410
-5,112
-33% -$221K 0.33% 53
2022
Q4 		$795K Buy
+15,522
New +$744K 0.64% 39

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

Waypoint Wealth Counsel's PFE Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,343 shares — an estimated $206K sold.

Waypoint Wealth Counsel first reported a position in PFE in Q4 2022 and held it in 8 quarters. The position peaked at $795K in Q4 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 7,343 Pfizer shares in Q2 2026, an estimated $206K.
  • Waypoint Wealth Counsel first reported a position in Pfizer in Q4 2022 and held it in 8 quarters.
  • Waypoint Wealth Counsel's Pfizer position peaked at $795K in Q4 2022.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.