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Rose Capital Advisors LLC’s Pfizer PFE Stock Holding History

Rose Capital Advisors LLC’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 		$905K Buy
+37,580
New +$983K 0.45% 42

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Bank of New York Mellon
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Massachusetts Financial Services
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Deutsche Bank
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Citigroup
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rose Capital Advisors LLC's PFE Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Pfizer (PFE) in Q2 2026: 37,580 shares worth $905K. The stake represents 0.45% of the portfolio and ranks #42 among its holdings.

1,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Rose Capital Advisors LLC held 37,580 shares of Pfizer worth $905K as of Q2 2026.
  • Pfizer was a new Rose Capital Advisors LLC position in Q2 2026.
  • Pfizer made up 0.45% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #42 holding.
  • 1,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.