Cove Private Wealth’s Pfizer PFE Stock Holding History

Cove Private Wealth’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	$2.03M	Buy	84,332 +355	+0.4%	+$9.29K	0.39%	46
2026 Q1	$2.36M	Buy	83,977 +1,195	+1%	+$31.8K	0.54%	38
2025 Q4	$2.06M	Sell	82,782 -8,402	-9%	-$212K	0.61%	40
2025 Q3	$2.32M	Sell	91,184 -3,200	-3%	-$79K	0.74%	30
2025 Q2	$2.29M	Buy	94,384 +1,754	+2%	+$40.9K	0.81%	27
2025 Q1	$2.35M	Buy	92,630 +350	+0.4%	+$9.16K	1.23%	19
2024 Q4	$2.45M	Buy	92,280 +80,650	+693%	+$2.19M	1.47%	15
2024 Q3	$337K	Hold	11,630	–	–	0.26%	66
2024 Q2	$325K	Hold	11,630	–	–	0.26%	63
2024 Q1	$323K	Hold	11,630	–	–	0.28%	63
2023 Q4	$335K	Buy	+11,630	New	+$352K	0.32%	63

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

Cove Private Wealth's PFE Position: Q2 2026 in Review

Cove Private Wealth increased its Pfizer (PFE) stake by 0.42% in Q2 2026, buying an estimated $9.29K and bringing the position to 84,332 shares worth $2.03M. The position accounts for 0.39% of the portfolio, ranked #46.

Cove Private Wealth first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q4 2024. 1,262 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cove Private Wealth held 84,332 shares of Pfizer worth $2.03M as of Q2 2026.
Cove Private Wealth bought 355 Pfizer shares in Q2 2026, an estimated $9.29K.
Pfizer made up 0.39% of Cove Private Wealth's portfolio in Q2 2026, its #46 holding.
Cove Private Wealth first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Cove Private Wealth's Pfizer position peaked at $2.45M in Q4 2024.
1,262 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.