Cresset Asset Management’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.66M Buy
+359,800
New +$9.41M 0.03% 315
2026
Q1
Sell
-404,000
Closed -$10.1M 1758
2025
Q4
$10.1M Buy
+404,000
New +$10.2M 0.04% 254
2025
Q1
Hold
0
-$13.3K 1825
2024
Q4
Sell
-195,100
Closed -$5.29M 1728
2024
Q3
$5.65M Buy
195,100
+194,600
+38,920% +$5.68M 0.02% 427
2024
Q2
$14K Buy
+500
New +$13.8K ﹤0.01% 2074

Other funds holding PFE

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. 2,827 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.
  • 2,827 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.