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3Chopt Investment Partners’s Pfizer PFE Stock Holding History

3Chopt Investment Partners’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 Sell
9,420
-1,047
-10% -$27.4K 0.04% 230
2026
Q1 		$294K Buy
10,467
+1,706
+19% +$45.4K 0.07% 176
2025
Q4 		$218K Sell
8,761
-1,271
-13% -$32.1K 0.05% 203
2025
Q3 		$256K Buy
10,032
+1,692
+20% +$41.8K 0.06% 192
2025
Q2 		$202K Buy
8,340
+389
+5% +$9.07K 0.05% 213
2025
Q1 		$201K Sell
7,951
-2,246
-22% -$58.8K 0.05% 204
2024
Q4 		$271K Sell
10,197
-12,122
-54% -$329K 0.09% 74
2024
Q3 		$646K Sell
22,319
-448
-2% -$13.1K 0.23% 66
2024
Q2 		$637K Buy
22,767
+11,265
+98% +$310K 0.19% 100
2024
Q1 		$319K Sell
11,502
-564
-5% -$15.7K 0.13% 67
2023
Q4 		$347K Sell
12,066
-27,604
-70% -$834K 0.13% 133
2023
Q3 		$1.32M Sell
39,670
-23,980
-38% -$848K 0.78% 41
2023
Q2 		$2.33M Buy
63,650
+7,515
+13% +$293K 1.17% 23
2023
Q1 		$2.29M Buy
56,135
+9,366
+20% +$405K 1.22% 23
2022
Q4 		$2.4M Buy
+46,769
New +$2.24M 1.31% 23

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

3Chopt Investment Partners's PFE Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Pfizer (PFE) stake by 10% in Q2 2026, selling an estimated $27.4K and leaving 9,420 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #230.

3Chopt Investment Partners first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.4M in Q4 2022. 1,336 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • 3Chopt Investment Partners held 9,420 shares of Pfizer worth $227K as of Q2 2026.
  • 3Chopt Investment Partners sold 1,047 Pfizer shares in Q2 2026, an estimated $27.4K.
  • Pfizer made up 0.04% of 3Chopt Investment Partners's portfolio in Q2 2026, its #230 holding.
  • 3Chopt Investment Partners first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • 3Chopt Investment Partners's Pfizer position peaked at $2.4M in Q4 2022.
  • 1,336 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.