Concurrent Investment Advisors’s Pfizer PFE Stock Holding History

Concurrent Investment Advisors’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	$21.5M	Buy	891,770 +421,354	+90%	+$11M	0.18%	114
2026 Q1	$13.2M	Buy	470,416 +38,696	+9%	+$1.03M	0.14%	157
2025 Q4	$10.7M	Buy	431,720 +219,645	+104%	+$5.54M	0.12%	176
2025 Q3	$5.4M	Buy	212,075 +11,300	+6%	+$279K	0.09%	223
2025 Q2	$4.87M	Buy	200,775 +20,663	+11%	+$482K	0.09%	229
2025 Q1	$4.56M	Buy	180,112 +29,322	+19%	+$767K	0.11%	203
2024 Q4	$4M	Buy	150,790 +27	+0%	+$732	0.11%	194
2024 Q3	$4.36M	Sell	150,763 -5,061	-3%	-$148K	0.13%	166
2024 Q2	$4.36M	Buy	155,824 +67,249	+76%	+$1.85M	0.14%	153
2024 Q1	$2.46M	Sell	88,575 -34,275	-28%	-$951K	0.1%	209
2023 Q4	$3.54M	Buy	+122,850	New	+$3.71M	0.17%	145

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Concurrent Investment Advisors's PFE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Pfizer (PFE) stake by 90% in Q2 2026, buying an estimated $11M and bringing the position to 891,770 shares worth $21.5M. The position accounts for 0.18% of the portfolio, ranked #114.

Concurrent Investment Advisors first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. 1,211 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Concurrent Investment Advisors held 891,770 shares of Pfizer worth $21.5M as of Q2 2026.
Concurrent Investment Advisors bought 421,354 Pfizer shares in Q2 2026, an estimated $11M.
Pfizer made up 0.18% of Concurrent Investment Advisors's portfolio in Q2 2026, its #114 holding.
Concurrent Investment Advisors first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
1,211 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.