Dakota Wealth 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 | $9.39M | Sell |
390,045
-4,171
| -1% | -$109K | 0.18% | 120 |
|
|
2026
Q1 | $11.1M | Buy |
394,216
+29,262
| +8% | +$779K | 0.24% | 96 |
|
|
2025
Q4 | $9.09M | Buy |
364,954
+16,568
| +5% | +$418K | 0.16% | 115 |
|
|
2025
Q3 | $8.88M | Buy |
348,386
+87,308
| +33% | +$2.15M | 0.18% | 110 |
|
|
2025
Q2 | $6.33M | Sell |
261,078
-15,648
| -6% | -$365K | 0.13% | 139 |
|
|
2025
Q1 | $7.01M | Sell |
276,726
-11,912
| -4% | -$312K | 0.16% | 116 |
|
|
2024
Q4 | $7.66M | Sell |
288,638
-17,869
| -6% | -$485K | 0.18% | 113 |
|
|
2024
Q3 | $8.87M | Sell |
306,507
-17,606
| -5% | -$514K | 0.2% | 103 |
|
|
2024
Q2 | $9.07M | Sell |
324,113
-17,003
| -5% | -$468K | 0.21% | 96 |
|
|
2024
Q1 | $9.47M | Buy |
341,116
+69,378
| +26% | +$1.93M | 0.24% | 95 |
|
|
2023
Q4 | $7.82M | Sell |
271,738
-17,611
| -6% | -$532K | 0.3% | 87 |
|
|
2023
Q3 | $9.6M | Buy |
289,349
+17,236
| +6% | +$610K | 0.42% | 67 |
|
|
2023
Q2 | $9.98M | Buy |
272,113
+71,450
| +36% | +$2.78M | 0.47% | 57 |
|
|
2023
Q1 | $8.19M | Sell |
200,663
-7,153
| -3% | -$309K | 0.55% | 45 |
|
|
2022
Q4 | $10.6M | Sell |
207,816
-4,475
| -2% | -$215K | 0.75% | 31 |
|
|
2022
Q3 | $9.29M | Sell |
212,291
-55,375
| -21% | -$2.69M | 0.75% | 30 |
|
|
2022
Q2 | $14M | Buy |
267,666
+60,065
| +29% | +$3.06M | 1.29% | 10 |
|
|
2022
Q1 | $10.7M | Buy |
207,601
+186,108
| +866% | +$9.66M | 0.87% | 23 |
|
|
2021
Q4 | $1.27M | Buy |
21,493
+1,085
| +5% | +$53.8K | 0.13% | 143 |
|
|
2021
Q3 | $878K | Buy |
20,408
+497
| +2% | +$22K | 0.1% | 169 |
|
|
2021
Q2 | $779K | Buy |
19,911
+1,430
| +8% | +$55.6K | 0.09% | 175 |
|
|
2021
Q1 | $669K | Sell |
18,481
-49,651
| -73% | -$1.76M | 0.09% | 182 |
|
|
2020
Q4 | $2.51M | Sell |
68,132
-59,890
| -47% | -$2.2M | 0.33% | 81 |
|
|
2020
Q3 | $4.46M | Buy |
128,022
+84,290
| +193% | +$2.96M | 0.7% | 43 |
|
|
2020
Q2 | $1.36M | Sell |
43,732
-1,750
| -4% | -$59.5K | 0.23% | 105 |
|
|
2020
Q1 | $1.41M | Buy |
45,482
+17,095
| +60% | +$583K | 0.31% | 85 |
|
|
2019
Q4 | $1.05M | Buy |
28,387
+1,229
| +5% | +$43.8K | 0.17% | 121 |
|
|
2019
Q3 | $926K | Sell |
27,158
-25,555
| -48% | -$929K | 0.16% | 130 |
|
|
2019
Q2 | $2.17M | Sell |
52,713
-20,136
| -28% | -$800K | 0.42% | 72 |
|
|
2019
Q1 | $2.94M | Sell |
72,849
-13,228
| -15% | -$530K | 0.58% | 46 |
|
|
2018
Q4 | $3.59M | Buy |
86,077
+1,433
| +2% | +$59.5K | 0.81% | 35 |
|
|
2018
Q3 | $3.54M | Buy |
84,644
+39,161
| +86% | +$1.51M | 0.8% | 35 |
|
|
2018
Q2 | $1.57M | Buy |
45,483
+36,243
| +392% | +$1.24M | 0.44% | 56 |
|
|
2018
Q1 | $311K | Sell |
9,240
-342
| -4% | -$11.8K | 0.16% | 66 |
|
|
2017
Q4 | $329K | Buy |
9,582
+2,303
| +32% | +$78.5K | 0.17% | 56 |
|
|
2017
Q3 | $247K | Buy |
7,279
+53
| +0.7% | +$1.7K | 0.13% | 57 |
|
|
2017
Q2 | $230K | Sell |
7,226
-528
| -7% | -$16.7K | 0.13% | 58 |
|
|
2017
Q1 | $252K | Buy |
+7,754
| New | +$244K | 0.15% | 56 |
|
|
2016
Q4 | – | Sell |
-6,447
| Closed | -$207K | – | 54 |
|
|
2016
Q3 | $207K | Buy |
6,447
+142
| +2% | +$4.75K | 0.13% | 49 |
|
|
2016
Q2 | $211K | Buy |
+6,305
| New | +$201K | 0.14% | 50 |
|
Other funds holding PFE
Dakota Wealth Management's PFE Position: Q2 2026 in Review
Dakota Wealth Management reduced its Pfizer (PFE) stake by 1.1% in Q2 2026, selling an estimated $109K and leaving 390,045 shares worth $9.39M. The position accounts for 0.18% of the portfolio, ranked #120.
Dakota Wealth Management first reported a position in PFE in Q2 2016 and has held it in 40 quarters since. The position peaked at $14M in Q2 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Dakota Wealth Management held 390,045 shares of Pfizer worth $9.39M as of Q2 2026.
- Dakota Wealth Management sold 4,171 Pfizer shares in Q2 2026, an estimated $109K.
- Pfizer made up 0.18% of Dakota Wealth Management's portfolio in Q2 2026, its #120 holding.
- Dakota Wealth Management first reported a position in Pfizer in Q2 2016 and has held it in 40 quarters since.
- Dakota Wealth Management's Pfizer position peaked at $14M in Q2 2022.
- 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.