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Coastwise Capital Group’s Pfizer PFE Stock Holding History

Coastwise Capital Group’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 		$1.93M Buy
80,028
+4,074
+5% +$107K 1.12% 17
2026
Q1 		$2.13M Buy
75,954
+23
+0% +$612 1.18% 16
2025
Q4 		$1.89M Sell
75,931
-1,657
-2% -$41.8K 0.94% 20
2025
Q3 		$1.98M Buy
77,588
+2,364
+3% +$58.3K 1.39% 16
2025
Q2 		$1.82M Buy
75,224
+633
+0.8% +$14.8K 1.45% 15
2025
Q1 		$1.89M Buy
74,591
+1,856
+3% +$48.6K 1.59% 13
2024
Q4 		$1.93M Buy
72,735
+5,172
+8% +$140K 1.54% 13
2024
Q3 		$1.96M Sell
67,563
-4,353
-6% -$127K 1.61% 13
2024
Q2 		$2.01M Buy
71,916
+4,529
+7% +$125K 1.92% 11
2024
Q1 		$1.87M Buy
67,387
+31,920
+90% +$886K 1.73% 11
2023
Q4 		$1.02M Buy
35,467
+1,930
+6% +$58.3K 1.04% 27
2023
Q3 		$1.11M Buy
33,537
+6,296
+23% +$223K 1.27% 20
2023
Q2 		$999K Buy
27,241
+4,916
+22% +$191K 1.13% 23
2023
Q1 		$911K Buy
22,325
+11,091
+99% +$479K 1.04% 28
2022
Q4 		$576K Buy
11,234
+2,398
+27% +$115K 0.68% 37
2022
Q3 		$387K Sell
8,836
-648
-7% -$31.5K 0.61% 52
2022
Q2 		$497K Buy
9,484
+1,134
+14% +$57.8K 0.61% 50
2022
Q1 		$432K Buy
+8,350
New +$433K 0.54% 59

Other funds holding PFE

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Coastwise Capital Group's PFE Position: Q2 2026 in Review

Coastwise Capital Group increased its Pfizer (PFE) stake by 5.4% in Q2 2026, buying an estimated $107K and bringing the position to 80,028 shares worth $1.93M. The position accounts for 1.12% of the portfolio, ranked #17.

Coastwise Capital Group first reported a position in PFE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.13M in Q1 2026. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Coastwise Capital Group held 80,028 shares of Pfizer worth $1.93M as of Q2 2026.
  • Coastwise Capital Group bought 4,074 Pfizer shares in Q2 2026, an estimated $107K.
  • Pfizer made up 1.12% of Coastwise Capital Group's portfolio in Q2 2026, its #17 holding.
  • Coastwise Capital Group first reported a position in Pfizer in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Pfizer position peaked at $2.13M in Q1 2026.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.