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Amplius Wealth Advisors’s Pfizer PFE Stock Holding History

Amplius Wealth Advisors’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 		$343K Buy
14,251
+3,966
+39% +$104K 0.03% 161
2026
Q1 		$289K Sell
10,285
-153
-1% -$4.07K 0.02% 147
2025
Q4 		$260K Sell
10,438
-32,854
-76% -$828K 0.02% 149
2025
Q3 		$1.1M Sell
43,292
-3,114
-7% -$76.9K 0.1% 67
2025
Q2 		$1.12M Sell
46,406
-136
-0.3% -$3.17K 0.1% 75
2025
Q1 		$1.18M Sell
46,542
-281
-0.6% -$7.35K 0.12% 69
2024
Q4 		$1.24M Buy
46,823
+20,911
+81% +$567K 0.13% 66
2024
Q3 		$750K Sell
25,912
-104
-0.4% -$3.03K 0.08% 79
2024
Q2 		$728K Sell
26,016
-1,948
-7% -$53.6K 0.08% 81
2024
Q1 		$776K Buy
27,964
+313
+1% +$8.69K 0.09% 80
2023
Q4 		$796K Sell
27,651
-7,453
-21% -$225K 0.1% 74
2023
Q3 		$1.16M Sell
35,104
-1,072
-3% -$37.9K 0.16% 61
2023
Q2 		$1.33M Buy
36,176
+455
+1% +$17.7K 0.18% 60
2023
Q1 		$1.46M Buy
35,721
+1,532
+4% +$66.2K 0.21% 55
2022
Q4 		$1.75M Buy
34,189
+1,720
+5% +$82.5K 0.28% 51
2022
Q3 		$1.42M Buy
32,469
+732
+2% +$35.6K 0.25% 50
2022
Q2 		$1.66M Sell
31,737
-279
-0.9% -$14.2K 0.27% 49
2022
Q1 		$1.66M Sell
32,016
-773
-2% -$40.1K 0.25% 48
2021
Q4 		$1.94M Buy
+32,789
New +$1.62M 0.27% 46

Other funds holding PFE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Amplius Wealth Advisors's PFE Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Pfizer (PFE) stake by 39% in Q2 2026, buying an estimated $104K and bringing the position to 14,251 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #161.

Amplius Wealth Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.94M in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Amplius Wealth Advisors held 14,251 shares of Pfizer worth $343K as of Q2 2026.
  • Amplius Wealth Advisors bought 3,966 Pfizer shares in Q2 2026, an estimated $104K.
  • Pfizer made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Amplius Wealth Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Pfizer position peaked at $1.94M in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.