Badgley Phelps Wealth Managers
PFE icon

Badgley Phelps Wealth Managers’s Pfizer PFE Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		$1.62M Buy
56,906
+823
+1% +$21.9K 0.03% 174
2026
Q2 		$1.35M Sell
56,083
-1,089
-2% -$28.5K 0.02% 185
2026
Q1 		$1.61M Sell
57,172
-637
-1% -$17K 0.03% 176
2025
Q4 		$1.44M Sell
57,809
-281
-0.5% -$7.09K 0.03% 175
2025
Q3 		$1.48M Sell
58,090
-1,344
-2% -$33.2K 0.03% 163
2025
Q2 		$1.44M Sell
59,434
-521
-0.9% -$12.2K 0.03% 163
2025
Q1 		$1.52M Sell
59,955
-8,320
-12% -$218K 0.04% 159
2024
Q4 		$1.81M Sell
68,275
-323,590
-83% -$8.78M 0.04% 151
2024
Q3 		$11.3M Buy
391,865
+7,741
+2% +$226K 0.26% 99
2024
Q2 		$10.7M Buy
384,124
+19,871
+5% +$547K 0.27% 97
2024
Q1 		$10.1M Buy
364,253
+29,480
+9% +$818K 0.25% 102
2023
Q4 		$9.6M Sell
334,773
-47,069
-12% -$1.42M 0.26% 99
2023
Q3 		$12.7M Buy
381,842
+7,832
+2% +$277K 0.43% 74
2023
Q2 		$13.7M Buy
374,010
+2,864
+0.8% +$111K 0.45% 72
2023
Q1 		$15.1M Buy
371,146
+5,918
+2% +$256K 0.56% 65
2022
Q4 		$18.7M Buy
365,228
+8,802
+2% +$422K 0.75% 42
2022
Q3 		$15.6M Buy
356,426
+8,611
+2% +$418K 0.67% 52
2022
Q2 		$18.2M Buy
347,815
+1,828
+0.5% +$93.2K 0.75% 44
2022
Q1 		$17.9M Buy
345,987
+8,025
+2% +$416K 0.62% 53
2021
Q4 		$20M Buy
337,962
+11,467
+4% +$568K 0.65% 53
2021
Q3 		$14M Buy
+326,495
New +$14.5M 0.51% 67

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers's PFE Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Pfizer (PFE) stake by 1.5% in Q3 2026, buying an estimated $21.9K and bringing the position to 56,906 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #174.

Badgley Phelps Wealth Managers first reported a position in PFE in Q3 2021 and has held it in 21 quarters since. The position peaked at $20M in Q4 2021. 1,268 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Badgley Phelps Wealth Managers held 56,906 shares of Pfizer worth $1.62M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 823 Pfizer shares in Q3 2026, an estimated $21.9K.
  • Pfizer made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #174 holding.
  • Badgley Phelps Wealth Managers first reported a position in Pfizer in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's Pfizer position peaked at $20M in Q4 2021.
  • 1,268 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.