WealthPoint Financial’s Pfizer PFE Stock Holding History

WealthPoint Financial’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	-7,678	Closed	-$216K	–	130
2026 Q1	$216K	Sell	7,678 -1,778	-19%	-$47.3K	0.18%	118
2025 Q4	$235K	Buy	+9,456	New	+$238K	0.2%	104

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

WealthPoint Financial's PFE Position: Q2 2026 in Review

WealthPoint Financial sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,678 shares — an estimated $216K sold.

WealthPoint Financial first reported a position in PFE in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

WealthPoint Financial reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
WealthPoint Financial sold 7,678 Pfizer shares in Q2 2026, an estimated $216K.
WealthPoint Financial first reported a position in Pfizer in Q4 2025 and held it in 2 quarters.
WealthPoint Financial's Pfizer position peaked at $235K in Q4 2025.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.