Cresset Asset Management’s Pfizer PFE Stock Holding History

Cresset Asset 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	$72.2K	Hold	3,000	–	–	﹤0.01%	1684
2026 Q1	$4.95K	Hold	3,000	–	–	﹤0.01%	1626
2025 Q4	$74.7K	Hold	3,000	–	–	﹤0.01%	1595
2025 Q3	$76.4K	Hold	3,000	–	–	﹤0.01%	1511
2025 Q2	$71.4K	Buy	+3,000	New	+$70K	﹤0.01%	1377
2025 Q1	–	Sell	-184,000	Closed	-$4.88M	–	1824
2024 Q4	$4.88M	Buy	+184,000	New	+$4.99M	0.02%	359

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cresset Asset Management's PFE Position: Q2 2026 in Review

Cresset Asset Management increased its Pfizer (PFE) stake by 1.3% in Q2 2026, buying an estimated $208K and bringing the position to 634,638 shares worth $15.3M. The position accounts for 0.06% of the portfolio, ranked #206.

Cresset Asset Management first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $28M in Q3 2024. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Cresset Asset Management held 634,638 shares of Pfizer worth $15.3M as of Q2 2026.
Cresset Asset Management bought 7,943 Pfizer shares in Q2 2026, an estimated $208K.
Pfizer made up 0.06% of Cresset Asset Management's portfolio in Q2 2026, its #206 holding.
Cresset Asset Management first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Pfizer position peaked at $28M in Q3 2024.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.