Elevation Wealth Partners’s Pfizer PFE Stock Holding History

Elevation Wealth Partners’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	$41K	Buy	1,702 +910	+115%	+$23.8K	0.01%	355
2026 Q1	$22.2K	Sell	792 -1,644	-67%	-$43.8K	0.01%	357
2025 Q4	$60.7K	Buy	2,436 +80	+3%	+$2.02K	0.02%	212
2025 Q3	$60K	Sell	2,356 -2,116	-47%	-$52.2K	0.02%	224
2025 Q2	$108K	Buy	4,472 +1	+0%	+$23	0.04%	167
2025 Q1	$113K	Buy	4,471 +54	+1%	+$1.41K	0.05%	154
2024 Q4	$117K	Hold	4,417	–	–	0.05%	153
2024 Q3	$128K	Hold	4,417	–	–	0.05%	141
2024 Q2	$124K	Sell	4,417 -2,018	-31%	-$55.6K	0.06%	140
2024 Q1	$179K	Sell	6,435 -432	-6%	-$12K	0.09%	116
2023 Q4	$228K	Buy	6,867 +4,266	+164%	+$129K	0.14%	90
2023 Q3	$86.3K	Buy	2,601 +7	+0.3%	+$248	0.07%	107
2023 Q2	$95.1K	Buy	2,594 +6	+0.2%	+$234	0.08%	106
2023 Q1	$106K	Buy	+2,588	New	+$112K	0.1%	93

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Elevation Wealth Partners's PFE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Pfizer (PFE) stake by 115% in Q2 2026, buying an estimated $23.8K and bringing the position to 1,702 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #355.

Elevation Wealth Partners first reported a position in PFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $228K in Q4 2023. 1,179 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Elevation Wealth Partners held 1,702 shares of Pfizer worth $41K as of Q2 2026.
Elevation Wealth Partners bought 910 Pfizer shares in Q2 2026, an estimated $23.8K.
Pfizer made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #355 holding.
Elevation Wealth Partners first reported a position in Pfizer in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Pfizer position peaked at $228K in Q4 2023.
1,179 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.