Alteri Wealth’s Pfizer PFE Stock Holding History

Alteri Wealth’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	$400K	Sell	16,607 -383	-2%	-$10K	0.11%	195
2026 Q1	$477K	Sell	16,990 -3,077	-15%	-$81.9K	0.15%	170
2025 Q4	$500K	Sell	20,067 -207	-1%	-$5.22K	0.16%	155
2025 Q3	$517K	Buy	20,274 +3,498	+21%	+$86.3K	0.18%	140
2025 Q2	$407K	Sell	16,776 -2,806	-14%	-$65.4K	0.16%	158
2025 Q1	$496K	Sell	19,582 -1,011	-5%	-$26.5K	0.22%	118
2024 Q4	$546K	Buy	+20,593	New	+$559K	0.15%	106

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alteri Wealth's PFE Position: Q2 2026 in Review

Alteri Wealth reduced its Pfizer (PFE) stake by 2.3% in Q2 2026, selling an estimated $10K and leaving 16,607 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #195.

Alteri Wealth first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q4 2024. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Alteri Wealth held 16,607 shares of Pfizer worth $400K as of Q2 2026.
Alteri Wealth sold 383 Pfizer shares in Q2 2026, an estimated $10K.
Pfizer made up 0.11% of Alteri Wealth's portfolio in Q2 2026, its #195 holding.
Alteri Wealth first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Pfizer position peaked at $546K in Q4 2024.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.