Dynamic Wealth Strategies’s Pfizer PFE Stock Holding History

Dynamic Wealth Strategies’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 Q3	$30.4K	Hold	1,065	–	–	0.02%	182
2026 Q2	$25.6K	Hold	1,065	–	–	0.01%	198
2026 Q1	$29.9K	Hold	1,065	–	–	0.02%	183
2025 Q4	$26.5K	Hold	1,065	–	–	0.02%	166
2025 Q3	$27.1K	Hold	1,065	–	–	0.02%	155
2025 Q2	$25.8K	Hold	1,065	–	–	0.02%	155
2025 Q1	$27K	Buy	+1,065	New	+$27.9K	0.02%	166
2024 Q4	–	Sell	-4,769	Closed	-$138K	–	183
2024 Q3	$138K	Sell	4,769 -874	-15%	-$25.5K	0.11%	89
2024 Q2	$158K	Buy	5,643 +13	+0.2%	+$358	0.14%	79
2024 Q1	$156K	Sell	5,630 -105	-2%	-$2.91K	0.13%	80
2023 Q4	$165K	Buy	+5,735	New	+$173K	0.15%	71

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Wealth Strategies's PFE Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Pfizer (PFE) position steady in Q3 2026 at 1,065 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #182.

Dynamic Wealth Strategies first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $165K in Q4 2023. 803 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Dynamic Wealth Strategies held 1,065 shares of Pfizer worth $30.4K as of Q3 2026.
Dynamic Wealth Strategies left its Pfizer share count unchanged in Q3 2026.
Pfizer made up 0.02% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #182 holding.
Dynamic Wealth Strategies first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Pfizer position peaked at $165K in Q4 2023.
803 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.