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Annex Advisory Services’s Pfizer PFE Stock Holding History

Annex Advisory Services’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 		– Sell
-1,500
Closed -$28.3K – 385
2026
Q1 		$28.3K Buy
+1,500
New +$39.9K ﹤0.01% 374

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Annex Advisory Services's PFE Position: Q2 2026 in Review

Annex Advisory Services sold out of Pfizer (PFE) in Q2 2026, closing a stake of 6,907 shares — an estimated $194K sold.

Annex Advisory Services first reported a position in PFE in Q3 2013 and held it in 44 quarters. The position peaked at $2.29M in Q4 2018. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Annex Advisory Services reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 6,907 Pfizer shares in Q2 2026, an estimated $194K.
  • Annex Advisory Services first reported a position in Pfizer in Q3 2013 and held it in 44 quarters.
  • Annex Advisory Services's Pfizer position peaked at $2.29M in Q4 2018.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.