Blake Schutter Theil Wealth Advisors’s Pfizer PFE Stock Holding History

Blake Schutter Theil Wealth Advisors’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	-7,228	Closed	-$203K	–	116
2026 Q1	$203K	Sell	7,228 -1,037	-13%	-$27.6K	0.17%	110
2025 Q4	$206K	Sell	8,265 -710	-8%	-$17.9K	0.17%	106
2025 Q3	$229K	Sell	8,975 -3,440	-28%	-$84.9K	0.23%	100
2025 Q2	$301K	Sell	12,415 -1,239	-9%	-$28.9K	0.34%	84
2025 Q1	$346K	Sell	13,654 -235	-2%	-$6.15K	0.39%	80
2024 Q4	$368K	Buy	13,889 +3,461	+33%	+$93.9K	0.39%	74
2024 Q3	$302K	Buy	+10,428	New	+$304K	0.22%	114

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

Blake Schutter Theil Wealth Advisors's PFE Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,228 shares — an estimated $203K sold.

Blake Schutter Theil Wealth Advisors first reported a position in PFE in Q3 2024 and held it in 7 quarters. The position peaked at $368K in Q4 2024. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Blake Schutter Theil Wealth Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Blake Schutter Theil Wealth Advisors sold 7,228 Pfizer shares in Q2 2026, an estimated $203K.
Blake Schutter Theil Wealth Advisors first reported a position in Pfizer in Q3 2024 and held it in 7 quarters.
Blake Schutter Theil Wealth Advisors's Pfizer position peaked at $368K in Q4 2024.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.