Barnes Dennig Private Wealth Management’s Pfizer PFE Stock Holding History

Barnes Dennig Private Wealth Management’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	$963	Hold	40	–	–	﹤0.01%	330
2026 Q1	$1.12K	Hold	40	–	–	﹤0.01%	297
2025 Q4	$996	Hold	40	–	–	﹤0.01%	306
2025 Q3	$1.02K	Hold	40	–	–	﹤0.01%	293
2025 Q2	$970	Sell	40 -1,484	-97%	-$34.6K	﹤0.01%	289
2025 Q1	$38.6K	Buy	+1,524	New	+$39.9K	0.06%	81

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

Barnes Dennig Private Wealth Management's PFE Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Pfizer (PFE) position steady in Q2 2026 at 40 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Barnes Dennig Private Wealth Management first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.6K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Barnes Dennig Private Wealth Management held 40 shares of Pfizer worth $963 as of Q2 2026.
Barnes Dennig Private Wealth Management left its Pfizer share count unchanged in Q2 2026.
Pfizer made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #330 holding.
Barnes Dennig Private Wealth Management first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's Pfizer position peaked at $38.6K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.