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Colonial River Investments’s Pfizer PFE Stock Holding History

Colonial River Investments’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 		$523K Sell
21,713
-2,619
-11% -$68.5K 0.15% 122
2026
Q1 		$683K Sell
24,332
-1,929
-7% -$51.4K 0.24% 86
2025
Q4 		$654K Sell
26,261
-15
-0.1% -$378 0.23% 88
2025
Q3 		$670K Sell
26,276
-70
-0.3% -$1.73K 0.25% 88
2025
Q2 		$679K Buy
26,346
+3,626
+16% +$84.6K 0.29% 74
2025
Q1 		$576K Sell
22,720
-4,963
-18% -$130K 0.32% 75
2024
Q4 		$734K Sell
27,683
-4,880
-15% -$132K 0.36% 70
2024
Q3 		$942K Sell
32,563
-12,954
-28% -$378K 0.47% 52
2024
Q2 		$1.27M Buy
45,517
+3,372
+8% +$92.8K 0.69% 44
2024
Q1 		$1.17M Buy
42,145
+3,977
+10% +$110K 0.66% 42
2023
Q4 		$1.1M Buy
38,168
+9,572
+33% +$289K 0.65% 44
2023
Q3 		$949K Buy
28,596
+19,314
+208% +$683K 0.62% 55
2023
Q2 		$340K Sell
9,282
-23,868
-72% -$929K 0.22% 121
2023
Q1 		$1.35M Buy
33,150
+3,906
+13% +$169K 0.79% 38
2022
Q4 		$1.5M Buy
29,244
+6,829
+30% +$327K 0.96% 30
2022
Q3 		$981K Sell
22,415
-413
-2% -$20.1K 0.68% 42
2022
Q2 		$1.2M Buy
22,828
+1,840
+9% +$93.8K 0.78% 37
2022
Q1 		$1.09M Buy
20,988
+7,206
+52% +$374K 0.63% 43
2021
Q4 		$814K Buy
+13,782
New +$683K 0.44% 68
2021
Q3 		– Sell
-12,266
Closed -$480K – 141
2021
Q2 		$480K Buy
12,266
+332
+3% +$12.9K 0.34% 83
2021
Q1 		$432K Sell
11,934
-314
-3% -$11.1K 0.35% 83
2020
Q4 		$428 Buy
+12,248
New +$449K 0.19% 80

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

Colonial River Investments's PFE Position: Q2 2026 in Review

Colonial River Investments reduced its Pfizer (PFE) stake by 11% in Q2 2026, selling an estimated $68.5K and leaving 21,713 shares worth $523K. The position accounts for 0.15% of the portfolio, ranked #122.

Colonial River Investments first reported a position in PFE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.5M in Q4 2022. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Colonial River Investments held 21,713 shares of Pfizer worth $523K as of Q2 2026.
  • Colonial River Investments sold 2,619 Pfizer shares in Q2 2026, an estimated $68.5K.
  • Pfizer made up 0.15% of Colonial River Investments's portfolio in Q2 2026, its #122 holding.
  • Colonial River Investments first reported a position in Pfizer in Q4 2020 and has held it in 22 quarters since.
  • Colonial River Investments's Pfizer position peaked at $1.5M in Q4 2022.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.