Avantra Family Wealth’s Pfizer PFE Stock Holding History

Avantra Family 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	$269K	Buy	11,164 +118	+1%	+$3.09K	0.17%	152
2026 Q1	$310K	Sell	11,046 -9,309	-46%	-$248K	0.23%	124
2025 Q4	$507K	Buy	20,355 +136	+0.7%	+$3.43K	0.37%	83
2025 Q3	$515K	Buy	20,219 +9,154	+83%	+$226K	0.39%	78
2025 Q2	$268K	Sell	11,065 -31	-0.3%	-$723	0.22%	110
2025 Q1	$281K	Sell	11,096 -3,896	-26%	-$102K	0.27%	122
2024 Q4	$398K	Buy	+14,992	New	+$407K	0.37%	102

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

Avantra Family Wealth's PFE Position: Q2 2026 in Review

Avantra Family Wealth increased its Pfizer (PFE) stake by 1.1% in Q2 2026, buying an estimated $3.09K and bringing the position to 11,164 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #152.

Avantra Family Wealth first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $515K in Q3 2025. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Avantra Family Wealth held 11,164 shares of Pfizer worth $269K as of Q2 2026.
Avantra Family Wealth bought 118 Pfizer shares in Q2 2026, an estimated $3.09K.
Pfizer made up 0.17% of Avantra Family Wealth's portfolio in Q2 2026, its #152 holding.
Avantra Family Wealth first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Pfizer position peaked at $515K in Q3 2025.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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