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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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. 1,599 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.
1,599 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.