Canopy Partners’s Pfizer PFE Stock Holding History

Canopy 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	$870K	Buy	36,141 +168	+0.5%	+$4.39K	0.26%	74
2026 Q1	$1.01M	Buy	35,973 +1,064	+3%	+$28.3K	0.35%	61
2025 Q4	$869K	Buy	34,909 +2,184	+7%	+$55.1K	0.28%	70
2025 Q3	$834K	Sell	32,725 -3,893	-11%	-$96.1K	0.28%	72
2025 Q2	$888K	Buy	36,618 +2,024	+6%	+$47.2K	0.33%	67
2025 Q1	$877K	Buy	34,594 +4,808	+16%	+$126K	0.34%	69
2024 Q4	$790K	Sell	29,786 -4,802	-14%	-$130K	0.3%	76
2024 Q3	$1M	Buy	34,588 +1,618	+5%	+$47.2K	0.43%	49
2024 Q2	$923K	Buy	32,970 +6,977	+27%	+$192K	0.43%	50
2024 Q1	$721K	Buy	25,993 +2,722	+12%	+$75.5K	0.35%	69
2023 Q4	$670K	Buy	+23,271	New	+$703K	0.41%	56

Other funds holding PFE

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

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

Canopy Partners's PFE Position: Q2 2026 in Review

Canopy Partners increased its Pfizer (PFE) stake by 0.47% in Q2 2026, buying an estimated $4.39K and bringing the position to 36,141 shares worth $870K. The position accounts for 0.26% of the portfolio, ranked #74.

Canopy Partners first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2026. 891 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Canopy Partners held 36,141 shares of Pfizer worth $870K as of Q2 2026.
Canopy Partners bought 168 Pfizer shares in Q2 2026, an estimated $4.39K.
Pfizer made up 0.26% of Canopy Partners's portfolio in Q2 2026, its #74 holding.
Canopy Partners first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's Pfizer position peaked at $1.01M in Q1 2026.
891 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.