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Werba Rubin Papier Wealth Management’s Pfizer PFE Stock Holding History

Werba Rubin Papier Wealth Management’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 		$255K Buy
10,583
+950
+10% +$24.9K 0.03% 247
2026
Q1 		$270K Buy
+9,633
New +$256K 0.04% 211
2023
Q1 		– Sell
-4,701
Closed -$241K – 117
2022
Q4 		$241K Buy
+4,701
New +$225K 0.1% 86

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

Werba Rubin Papier Wealth Management's PFE Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Pfizer (PFE) stake by 9.9% in Q2 2026, buying an estimated $24.9K and bringing the position to 10,583 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #247.

Werba Rubin Papier Wealth Management first reported a position in PFE in Q4 2022 and has held it in 3 quarters since. The position peaked at $270K in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 10,583 shares of Pfizer worth $255K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 950 Pfizer shares in Q2 2026, an estimated $24.9K.
  • Pfizer made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 3 quarters since.
  • Werba Rubin Papier Wealth Management's Pfizer position peaked at $270K in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.