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Aspect Partners’s Pfizer PFE Stock Holding History

Aspect 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 		$13.9K Sell
577
-29
-5% -$759 0.01% 236
2026
Q1 		$17K Sell
606
-221
-27% -$5.88K 0.01% 199
2025
Q4 		$20.6K Hold
827
– – 0.01% 191
2025
Q3 		$21.1K Sell
827
-979
-54% -$24.2K 0.01% 217
2025
Q2 		$43.8K Buy
1,806
+1,029
+132% +$24K 0.02% 156
2025
Q1 		$19.7K Hold
777
– – 0.01% 194
2024
Q4 		$20.6K Buy
777
+46
+6% +$1.25K 0.01% 196
2024
Q3 		$21.2K Hold
731
– – 0.01% 178
2024
Q2 		$20.5K Buy
731
+49
+7% +$1.35K 0.01% 182
2024
Q1 		$18.9K Buy
682
+75
+12% +$2.08K 0.01% 190
2023
Q4 		$17.5K Buy
+607
New +$18.3K 0.01% 190

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

Aspect Partners's PFE Position: Q2 2026 in Review

Aspect Partners reduced its Pfizer (PFE) stake by 4.8% in Q2 2026, selling an estimated $759 and leaving 577 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #236.

Aspect Partners first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.8K in Q2 2025. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Aspect Partners held 577 shares of Pfizer worth $13.9K as of Q2 2026.
  • Aspect Partners sold 29 Pfizer shares in Q2 2026, an estimated $759.
  • Pfizer made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #236 holding.
  • Aspect Partners first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Pfizer position peaked at $43.8K in Q2 2025.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.