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Broadwater Capital’s Pfizer PFE Stock Holding History

Broadwater Capital’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 		$244K Sell
10,117
-1,568
-13% -$41K 0.18% 68
2026
Q1 		$291K Hold
11,685
– – 0.22% 63
2025
Q4 		$291K Sell
11,685
-120
-1% -$3.03K 0.22% 63
2025
Q3 		$301K Sell
11,805
-274,348
-96% -$6.77M 0.22% 66
2025
Q2 		$286M Buy
286,153
+274,348
+2,324% +$6.4M 0.22% 68
2025
Q1 		$299K Hold
11,805
– – 0.23% 68
2024
Q4 		$313K Hold
11,805
– – 0.24% 66
2024
Q3 		$342K Sell
11,805
-3,538
-23% -$103K 0.25% 65
2024
Q2 		$429K Sell
15,343
-5,689
-27% -$157K 0.33% 56
2024
Q1 		$584K Hold
21,032
– – 0.45% 50
2023
Q4 		$606K Buy
+21,032
New +$636K 0.47% 48

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Broadwater Capital's PFE Position: Q2 2026 in Review

Broadwater Capital reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $41K and leaving 10,117 shares worth $244K. The position accounts for 0.18% of the portfolio, ranked #68.

Broadwater Capital first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $286M in Q2 2025. 1,604 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Broadwater Capital held 10,117 shares of Pfizer worth $244K as of Q2 2026.
  • Broadwater Capital sold 1,568 Pfizer shares in Q2 2026, an estimated $41K.
  • Pfizer made up 0.18% of Broadwater Capital's portfolio in Q2 2026, its #68 holding.
  • Broadwater Capital first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Pfizer position peaked at $286M in Q2 2025.
  • 1,604 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.