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Dynamic Advisor Solutions’s Pfizer PFE Stock Holding History

Dynamic Advisor Solutions’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
2019
Q3 		– Sell
-4,216
Closed -$4K – 568
2019
Q2 		$4K Buy
+4,216
New +$167K ﹤0.01% 516

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Dynamic Advisor Solutions's PFE Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Pfizer (PFE) stake by 9.5% in Q2 2026, selling an estimated $164K and leaving 60,225 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #401.

Dynamic Advisor Solutions first reported a position in PFE in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.43M in Q4 2023. 596 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Dynamic Advisor Solutions held 60,225 shares of Pfizer worth $1.45M as of Q2 2026.
  • Dynamic Advisor Solutions sold 6,286 Pfizer shares in Q2 2026, an estimated $164K.
  • Pfizer made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #401 holding.
  • Dynamic Advisor Solutions first reported a position in Pfizer in Q4 2013 and has held it in 50 quarters since.
  • Dynamic Advisor Solutions's Pfizer position peaked at $5.43M in Q4 2023.
  • 596 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.