BSW Wealth Partners’s Pfizer PFE Stock Holding History

BSW Wealth Partners’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	$1.59M	Sell	66,011 -1,462	-2%	-$38.2K	0.18%	71
2026 Q1	$1.89M	Buy	67,473 +9,718	+17%	+$259K	0.23%	60
2025 Q4	$1.44M	Sell	57,755 -6,516	-10%	-$164K	0.17%	73
2025 Q3	$1.64M	Buy	64,271 +2,225	+4%	+$54.9K	0.2%	65
2025 Q2	$1.5M	Sell	62,046 -8,163	-12%	-$190K	0.21%	66
2025 Q1	$1.78M	Buy	70,209 +17,274	+33%	+$452K	0.27%	52
2024 Q4	$1.4M	Buy	52,935 +1,111	+2%	+$30.1K	0.21%	65
2024 Q3	$1.5M	Buy	51,824 +619	+1%	+$18.1K	0.23%	58
2024 Q2	$1.43M	Buy	51,205 +675	+1%	+$18.6K	0.24%	54
2024 Q1	$1.4M	Sell	50,530 -876	-2%	-$24.3K	0.24%	60
2023 Q4	$1.48M	Sell	51,406 -3,764	-7%	-$114K	0.29%	46
2023 Q3	$1.83M	Buy	55,170 +1,895	+4%	+$67K	0.41%	35
2023 Q2	$1.95M	Sell	53,275 -1,878	-3%	-$73.1K	0.41%	36
2023 Q1	$2.25M	Sell	55,153 -2,807	-5%	-$121K	0.46%	34
2022 Q4	$2.97M	Buy	57,960 +957	+2%	+$45.9K	0.64%	26
2022 Q3	$2.49M	Buy	57,003 +214	+0.4%	+$10.4K	0.61%	24
2022 Q2	$2.98M	Sell	56,789 -105	-0.2%	-$5.35K	0.71%	21
2022 Q1	$2.94M	Sell	56,894 -351	-0.6%	-$18.2K	0.74%	20
2021 Q4	$3.38M	Buy	57,245 +8,559	+18%	+$424K	0.85%	21
2021 Q3	$2.09M	Sell	48,686 -7,233	-13%	-$320K	0.59%	26
2021 Q2	$2.19M	Sell	55,919 -28,957	-34%	-$1.13M	0.6%	26
2021 Q1	$3.08M	Buy	84,876 +53,457	+170%	+$1.9M	0.89%	19
2020 Q4	$1.16M	Buy	31,419 +6,417	+26%	+$235K	0.36%	34
2020 Q3	$871K	Buy	25,002 +5,026	+25%	+$176K	0.33%	35
2020 Q2	$620K	Sell	19,976 -72	-0.4%	-$2.45K	0.21%	54
2020 Q1	$621K	Buy	20,048 +6,127	+44%	+$209K	0.26%	45
2019 Q4	$517K	Buy	13,921 +861	+7%	+$30.7K	0.18%	55
2019 Q3	$445K	Buy	13,060 +147	+1%	+$5.34K	0.17%	53
2019 Q2	$531K	Hold	12,913	–	–	0.2%	50
2019 Q1	$520K	Buy	12,913 +312	+2%	+$12.5K	0.21%	47
2018 Q4	$522K	Sell	12,601 -327	-3%	-$13.6K	0.2%	49
2018 Q3	$541K	Buy	12,928 +391	+3%	+$15.1K	0.21%	44
2018 Q2	$432K	Buy	12,537 +233	+2%	+$7.96K	0.19%	44
2018 Q1	$414K	Sell	12,304 -1,737	-12%	-$59.7K	0.19%	44
2017 Q4	$483K	Buy	14,041 +1,265	+10%	+$43.1K	0.2%	44
2017 Q3	$433K	Sell	12,776 -921	-7%	-$29.6K	0.19%	43
2017 Q2	$436K	Buy	13,697 +25	+0.2%	+$788	0.2%	44
2017 Q1	$444K	Buy	13,672 +281	+2%	+$8.86K	0.22%	40
2016 Q4	$413K	Buy	13,391 +12,944	+2,896%	+$395K	0.22%	45
2016 Q3	$12.5K	Sell	447 -13,054	-97%	-$436K	0.43%	27
2016 Q2	$451K	Sell	13,501 -512	-4%	-$16.3K	0.25%	39
2016 Q1	$394K	Sell	14,013 -7,542	-35%	-$215K	0.22%	42
2015 Q4	$660K	Sell	21,555 -4,528	-17%	-$142K	0.33%	30
2015 Q3	$777K	Buy	26,083 +12,708	+95%	+$407K	0.46%	25
2015 Q2	$425K	Buy	13,375 +5,010	+60%	+$163K	0.27%	34
2015 Q1	$276K	Buy	8,365 +5	+0.1%	+$159	0.18%	44
2014 Q4	$247K	Buy	8,360 +4	+0%	+$115	0.2%	50
2014 Q3	$234K	Buy	8,356 +101	+1%	+$2.83K	0.18%	50
2014 Q2	$232K	Hold	8,255	–	–	0.18%	48
2014 Q1	$252K	Sell	8,255 -337	-4%	-$10K	0.2%	42
2013 Q4	$250K	Sell	8,592 -165	-2%	-$4.8K	0.2%	42
2013 Q3	$239K	Hold	8,757	–	–	0.21%	41
2013 Q2	$233K	Buy	+8,757	New	+$242K	0.2%	41

Other funds holding PFE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

BSW Wealth Partners's PFE Position: Q2 2026 in Review

BSW Wealth Partners reduced its Pfizer (PFE) stake by 2.2% in Q2 2026, selling an estimated $38.2K and leaving 66,011 shares worth $1.59M. The position accounts for 0.18% of the portfolio, ranked #71.

BSW Wealth Partners first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.38M in Q4 2021. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

BSW Wealth Partners held 66,011 shares of Pfizer worth $1.59M as of Q2 2026.
BSW Wealth Partners sold 1,462 Pfizer shares in Q2 2026, an estimated $38.2K.
Pfizer made up 0.18% of BSW Wealth Partners's portfolio in Q2 2026, its #71 holding.
BSW Wealth Partners first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
BSW Wealth Partners's Pfizer position peaked at $3.38M in Q4 2021.
491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.