Wellington-Altus USA’s Pfizer PFE Stock Holding History

Wellington-Altus USA’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	$48.9K	Buy	1,742 +150	+9%	+$3.92K	0.03%	307
2026 Q1	$38.3K	Buy	1,592 +526	+49%	+$14K	0.02%	391
2025 Q4	$26.5K	Buy	+1,066	New	+$26.9K	0.02%	429

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

Wellington-Altus USA's PFE Position: Q2 2026 in Review

Wellington-Altus USA increased its Pfizer (PFE) stake by 9.4% in Q2 2026, buying an estimated $3.92K and bringing the position to 1,742 shares worth $48.9K. The position accounts for 0.03% of the portfolio, ranked #307.

Wellington-Altus USA first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. 2,836 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Wellington-Altus USA held 1,742 shares of Pfizer worth $48.9K as of Q2 2026.
Wellington-Altus USA bought 150 Pfizer shares in Q2 2026, an estimated $3.92K.
Pfizer made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #307 holding.
Wellington-Altus USA first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
2,836 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.