DHJJ Financial Advisors’s Pfizer PFE Stock Holding History

DHJJ Financial Advisors’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	$42K	Sell	1,744 -23	-1%	-$602	0.01%	441
2026 Q1	$49.6K	Buy	1,767 +2	+0.1%	+$53	0.02%	401
2025 Q4	$44K	Buy	1,765 +2	+0.1%	+$50	0.01%	405
2025 Q3	$44.9K	Sell	1,763 -196	-10%	-$4.84K	0.02%	377
2025 Q2	$47.5K	Buy	1,959 +605	+45%	+$14.1K	0.02%	352
2025 Q1	$34.3K	Buy	1,354 +2	+0.1%	+$52	0.01%	364
2024 Q4	$35.9K	Buy	1,352 +2	+0.1%	+$54	0.01%	354
2024 Q3	$39.1K	Hold	1,350	–	–	0.02%	338
2024 Q2	$37.8K	Hold	1,350	–	–	0.02%	314
2024 Q1	$37.5K	Hold	1,350	–	–	0.02%	297
2023 Q4	$38.9K	Buy	1,350 +6	+0.4%	+$181	0.02%	288
2023 Q3	$44.6K	Buy	+1,344	New	+$47.5K	0.02%	255

Other funds holding PFE

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DHJJ Financial Advisors's PFE Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Pfizer (PFE) stake by 1.3% in Q2 2026, selling an estimated $602 and leaving 1,744 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #441.

DHJJ Financial Advisors first reported a position in PFE in Q3 2023 and has held it in 12 quarters since. The position peaked at $49.6K in Q1 2026. 889 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

DHJJ Financial Advisors held 1,744 shares of Pfizer worth $42K as of Q2 2026.
DHJJ Financial Advisors sold 23 Pfizer shares in Q2 2026, an estimated $602.
Pfizer made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #441 holding.
DHJJ Financial Advisors first reported a position in Pfizer in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Pfizer position peaked at $49.6K in Q1 2026.
889 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.