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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
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

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealth Enhancement Trust Services's PFE Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Pfizer (PFE) stake by 12% in Q2 2026, buying an estimated $27K and bringing the position to 9,430 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #275.

Wealth Enhancement Trust Services first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 2,263 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,430 shares of Pfizer worth $227K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 1,033 Pfizer shares in Q2 2026, an estimated $27K.
  • Pfizer made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #275 holding.
  • Wealth Enhancement Trust Services first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Pfizer position peaked at $273K in Q4 2025.
  • 2,263 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.