Colorado Capital Management’s Pfizer PFE Stock Holding History

Colorado Capital Management’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	$570K	Hold	23,676	–	–	0.19%	68
2026 Q1	$665K	Sell	23,676 -94	-0.4%	-$2.5K	0.25%	65
2025 Q4	$592K	Buy	23,770 +1,306	+6%	+$32.9K	0.22%	67
2025 Q3	$572K	Sell	22,464 -22	-0.1%	-$543	0.22%	68
2025 Q2	$545K	Buy	22,486 +22	+0.1%	+$513	0.23%	66
2025 Q1	$569K	Hold	22,464	–	–	0.27%	64
2024 Q4	$596K	Sell	22,464 -730	-3%	-$19.8K	0.29%	63
2024 Q3	$671K	Hold	23,194	–	–	0.33%	62
2024 Q2	$649K	Sell	23,194 -37	-0.2%	-$1.02K	0.36%	64
2024 Q1	$645K	Hold	23,231	–	–	0.37%	56
2023 Q4	$669K	Buy	23,231 +12,009	+107%	+$363K	0.44%	48
2023 Q3	$372K	Buy	+11,222	New	+$397K	0.28%	54

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Colorado Capital Management's PFE Position: Q2 2026 in Review

Colorado Capital Management held its Pfizer (PFE) position steady in Q2 2026 at 23,676 shares worth $570K. The position accounts for 0.19% of the portfolio, ranked #68.

Colorado Capital Management first reported a position in PFE in Q3 2023 and has held it in 12 quarters since. The position peaked at $671K in Q3 2024. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Colorado Capital Management held 23,676 shares of Pfizer worth $570K as of Q2 2026.
Colorado Capital Management left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.19% of Colorado Capital Management's portfolio in Q2 2026, its #68 holding.
Colorado Capital Management first reported a position in Pfizer in Q3 2023 and has held it in 12 quarters since.
Colorado Capital Management's Pfizer position peaked at $671K in Q3 2024.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.