Wealth Enhancement Trust Services
PFE icon

Wealth Enhancement Trust Services’s Pfizer PFE Stock Holding History

Wealth Enhancement Trust Services’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 		$386K Buy
13,523
+4,093
+43% +$109K 0.04% 237
2026
Q2 		$227K Buy
9,430
+1,033
+12% +$27K 0.03% 275
2026
Q1 		$236K Sell
8,397
-2,584
-24% -$68.8K 0.03% 266
2025
Q4 		$273K Buy
+10,981
New +$277K 0.03% 237

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Wealth Enhancement Trust Services's PFE Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its Pfizer (PFE) stake by 43% in Q3 2026, buying an estimated $109K and bringing the position to 13,523 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #237.

Wealth Enhancement Trust Services first reported a position in PFE in Q4 2025 and has held it in 4 quarters since. 2,556 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Wealth Enhancement Trust Services held 13,523 shares of Pfizer worth $386K as of Q3 2026.
  • Wealth Enhancement Trust Services bought 4,093 Pfizer shares in Q3 2026, an estimated $109K.
  • Pfizer made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #237 holding.
  • Wealth Enhancement Trust Services first reported a position in Pfizer in Q4 2025 and has held it in 4 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.