WE
PFE icon

Wealth Effects’s Pfizer PFE Stock Holding History

Wealth Effects’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 		$1.88M Buy
78,083
+2,008
+3% +$52.5K 0.51% 41
2026
Q1 		$2.14M Buy
76,075
+3,959
+5% +$105K 0.76% 27
2025
Q4 		$1.8M Sell
72,116
-8,339
-10% -$210K 0.56% 32
2025
Q3 		$2.05M Buy
80,455
+9,322
+13% +$230K 0.66% 30
2025
Q2 		$1.72M Buy
71,133
+5,572
+8% +$130K 0.65% 32
2025
Q1 		$1.66M Buy
65,561
+8,073
+14% +$211K 0.7% 29
2024
Q4 		$1.53M Sell
57,488
-8,634
-13% -$234K 0.54% 39
2024
Q3 		$1.91M Sell
66,122
-2,952
-4% -$86.1K 0.67% 30
2024
Q2 		$1.93M Buy
69,074
+18,436
+36% +$508K 0.7% 26
2024
Q1 		$1.41M Sell
50,638
-6,683
-12% -$185K 0.52% 43
2023
Q4 		$1.65M Buy
57,321
+828
+1% +$25K 0.62% 32
2023
Q3 		$1.87M Buy
56,493
+3,663
+7% +$130K 0.93% 16
2023
Q2 		$1.94M Sell
52,830
-74
-0.1% -$2.88K 0.85% 15
2023
Q1 		$2.16M Sell
52,904
-989
-2% -$42.7K 1.11% 15
2022
Q4 		$2.76M Sell
53,893
-20,233
-27% -$970K 1.58% 11
2022
Q3 		$3.24M Buy
74,126
+546
+0.7% +$26.5K 1.98% 10
2022
Q2 		$3.86M Buy
73,580
+3,198
+5% +$163K 2.32% 9
2022
Q1 		$3.64M Buy
70,382
+964
+1% +$50K 1.7% 13
2021
Q4 		$4.1M Buy
+69,418
New +$3.44M 1.7% 12

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

Wealth Effects's PFE Position: Q2 2026 in Review

Wealth Effects increased its Pfizer (PFE) stake by 2.6% in Q2 2026, buying an estimated $52.5K and bringing the position to 78,083 shares worth $1.88M. The position accounts for 0.51% of the portfolio, ranked #41.

Wealth Effects first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.1M in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wealth Effects held 78,083 shares of Pfizer worth $1.88M as of Q2 2026.
  • Wealth Effects bought 2,008 Pfizer shares in Q2 2026, an estimated $52.5K.
  • Pfizer made up 0.51% of Wealth Effects's portfolio in Q2 2026, its #41 holding.
  • Wealth Effects first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Pfizer position peaked at $4.1M in Q4 2021.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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