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Cooper Financial Group’s Pfizer PFE Stock Holding History

Cooper Financial 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 		$352K Buy
14,633
+1,883
+15% +$49.3K 0.03% 313
2026
Q1 		$358K Buy
12,750
+1,757
+16% +$46.8K 0.04% 297
2025
Q4 		$274K Sell
10,993
-343
-3% -$8.65K 0.03% 317
2025
Q3 		$289K Sell
11,336
-2,069
-15% -$51.1K 0.03% 304
2025
Q2 		$325K Sell
13,405
-4,909
-27% -$114K 0.04% 285
2025
Q1 		$464K Buy
18,314
+1,716
+10% +$44.9K 0.06% 246
2024
Q4 		$440K Sell
16,598
-2,094
-11% -$56.8K 0.05% 260
2024
Q3 		$541K Sell
18,692
-225
-1% -$6.56K 0.07% 234
2024
Q2 		$529K Buy
18,917
+9,831
+108% +$271K 0.08% 213
2024
Q1 		$252K Sell
9,086
-186
-2% -$5.16K 0.04% 311
2023
Q4 		$267K Buy
9,272
+58
+0.6% +$1.75K 0.05% 288
2023
Q3 		$306K Sell
9,214
-9,017
-49% -$319K 0.07% 257
2023
Q2 		$669K Sell
18,231
-6,702
-27% -$261K 0.17% 150
2023
Q1 		$1.02M Buy
24,933
+5,957
+31% +$257K 0.27% 93
2022
Q4 		$972K Buy
18,976
+633
+3% +$30.3K 0.3% 84
2022
Q3 		$803K Buy
18,343
+647
+4% +$31.4K 0.29% 88
2022
Q2 		$928K Buy
17,696
+1,938
+12% +$98.8K 0.34% 79
2022
Q1 		$816K Buy
15,758
+5,959
+61% +$309K 0.31% 70
2021
Q4 		$579K Sell
9,799
-3,420
-26% -$169K 0.22% 106
2021
Q3 		$569K Buy
13,219
+160
+1% +$7.09K 0.12% 118
2021
Q2 		$511K Sell
13,059
-55
-0.4% -$2.14K 0.1% 120
2021
Q1 		$475K Sell
13,114
-4,571
-26% -$162K 0.11% 128
2020
Q4 		$651K Buy
17,685
+5,212
+42% +$191K 0.13% 128
2020
Q3 		$434K Buy
12,473
+486
+4% +$17K 0.13% 117
2020
Q2 		$372K Buy
11,987
+2,769
+30% +$94.1K 0.12% 117
2020
Q1 		$285K Buy
9,218
+3,176
+53% +$108K 0.12% 110
2019
Q4 		$225K Sell
6,042
-818
-12% -$29.1K 0.09% 141
2019
Q3 		$234K Sell
6,860
-5,853
-46% -$213K 0.11% 123
2019
Q2 		$523K Buy
12,713
+1,145
+10% +$45.5K 0.25% 62
2019
Q1 		$466K Sell
11,568
-1,058
-8% -$42.4K 0.26% 58
2018
Q4 		$523K Buy
+12,626
New +$524K 0.35% 44

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Cooper Financial Group's PFE Position: Q2 2026 in Review

Cooper Financial Group increased its Pfizer (PFE) stake by 15% in Q2 2026, buying an estimated $49.3K and bringing the position to 14,633 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #313.

Cooper Financial Group first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.02M in Q1 2023. 481 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cooper Financial Group held 14,633 shares of Pfizer worth $352K as of Q2 2026.
  • Cooper Financial Group bought 1,883 Pfizer shares in Q2 2026, an estimated $49.3K.
  • Pfizer made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #313 holding.
  • Cooper Financial Group first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's Pfizer position peaked at $1.02M in Q1 2023.
  • 481 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.