CFFP
PFE icon

Center for Financial Planning’s Pfizer PFE Stock Holding History

Center for Financial Planning’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 		$326K Sell
13,544
-126
-0.9% -$3.3K 0.03% 138
2026
Q1 		$384K Sell
13,670
-1,078
-7% -$28.7K 0.04% 121
2025
Q4 		$367K Buy
14,748
+416
+3% +$10.5K 0.04% 128
2025
Q3 		$365K Sell
14,332
-68
-0.5% -$1.68K 0.04% 131
2025
Q2 		$349K Sell
14,400
-369
-2% -$8.61K 0.04% 131
2025
Q1 		$374K Sell
14,769
-28
-0.2% -$733 0.05% 115
2024
Q4 		$393K Sell
14,797
-1,303
-8% -$35.3K 0.05% 105
2024
Q3 		$466K Sell
16,100
-630
-4% -$18.4K 0.06% 95
2024
Q2 		$468K Sell
16,730
-492
-3% -$13.5K 0.07% 94
2024
Q1 		$478K Buy
17,222
+564
+3% +$15.7K 0.07% 92
2023
Q4 		$480K Sell
16,658
-1,371
-8% -$41.4K 0.09% 85
2023
Q3 		$598K Sell
18,029
-20
-0.1% -$707 0.13% 68
2023
Q2 		$662K Buy
18,049
+569
+3% +$22.1K 0.14% 64
2023
Q1 		$713K Buy
17,480
+1,241
+8% +$53.6K 0.16% 60
2022
Q4 		$832K Sell
16,239
-1,986
-11% -$95.2K 0.2% 56
2022
Q3 		$798K Hold
18,225
– – 0.21% 58
2022
Q2 		$956K Sell
18,225
-2,483
-12% -$127K 0.24% 47
2022
Q1 		$1.07M Buy
20,708
+3,333
+19% +$173K 0.22% 51
2021
Q4 		$1.03M Buy
17,375
+302
+2% +$15K 0.21% 54
2021
Q3 		$734K Buy
17,073
+313
+2% +$13.9K 0.18% 61
2021
Q2 		$656K Buy
16,760
+900
+6% +$35K 0.16% 69
2021
Q1 		$575K Sell
15,860
-194
-1% -$6.89K 0.15% 73
2020
Q4 		$591K Sell
16,054
-867
-5% -$31.8K 0.17% 66
2020
Q3 		$589K Buy
16,921
+43
+0.3% +$1.51K 0.19% 55
2020
Q2 		$524K Sell
16,878
-3,261
-16% -$111K 0.18% 64
2020
Q1 		$624K Buy
20,139
+846
+4% +$28.8K 0.21% 53
2019
Q4 		$717K Buy
+19,293
New +$687K 0.18% 52

Other funds holding PFE

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Center for Financial Planning's PFE Position: Q2 2026 in Review

Center for Financial Planning reduced its Pfizer (PFE) stake by 0.92% in Q2 2026, selling an estimated $3.3K and leaving 13,544 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #138.

Center for Financial Planning first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.07M in Q1 2022. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Center for Financial Planning held 13,544 shares of Pfizer worth $326K as of Q2 2026.
  • Center for Financial Planning sold 126 Pfizer shares in Q2 2026, an estimated $3.3K.
  • Pfizer made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #138 holding.
  • Center for Financial Planning first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Pfizer position peaked at $1.07M in Q1 2022.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.