CAM
PFE icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cresset Asset Management's PFE Position: Q1 2026 in Review

Cresset Asset Management reduced its Pfizer (PFE) stake by 4.5% in Q1 2026, selling an estimated $795K and leaving 626,695 shares worth $17.6M. The position accounts for 0.08% of the portfolio, ranked #173.

Cresset Asset Management first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $28M in Q3 2024. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Cresset Asset Management held 626,695 shares of Pfizer worth $17.6M as of Q1 2026.
  • Cresset Asset Management sold 29,860 Pfizer shares in Q1 2026, an estimated $795K.
  • Pfizer made up 0.08% of Cresset Asset Management's portfolio in Q1 2026, its #173 holding.
  • Cresset Asset Management first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Pfizer position peaked at $28M in Q3 2024.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.