EIG
PFE icon

Ellenbecker Investment Group’s Pfizer PFE Stock Holding History

Ellenbecker Investment Group’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 		$266K Buy
11,031
+469
+4% +$12.3K 0.03% 126
2026
Q1 		$297K Sell
10,562
-384
-4% -$10.2K 0.04% 106
2025
Q4 		$273K Buy
10,946
+720
+7% +$18.2K 0.04% 107
2025
Q3 		$261K Sell
10,226
-145
-1% -$3.58K 0.04% 106
2025
Q2 		$251K Buy
10,371
+140
+1% +$3.27K 0.04% 101
2025
Q1 		$259K Sell
10,231
-472
-4% -$12.4K 0.05% 97
2024
Q4 		$284K Sell
10,703
-2,060
-16% -$55.9K 0.05% 92
2024
Q3 		$369K Buy
12,763
+560
+5% +$16.3K 0.07% 75
2024
Q2 		$341K Sell
12,203
-875
-7% -$24.1K 0.07% 86
2024
Q1 		$363K Sell
13,078
-144
-1% -$4K 0.08% 77
2023
Q4 		$380K Buy
13,222
+4,756
+56% +$144K 0.09% 67
2023
Q3 		$280K Sell
8,466
-1,069
-11% -$37.8K 0.07% 77
2023
Q2 		$349K Buy
9,535
+601
+7% +$23.4K 0.09% 66
2023
Q1 		$364K Sell
8,934
-858
-9% -$37.1K 0.1% 61
2022
Q4 		$501K Buy
9,792
+875
+10% +$42K 0.15% 49
2022
Q3 		$390K Buy
8,917
+459
+5% +$22.3K 0.12% 50
2022
Q2 		$443K Buy
8,458
+1,439
+21% +$73.3K 0.14% 48
2022
Q1 		$363K Buy
7,019
+45
+0.6% +$2.33K 0.1% 59
2021
Q4 		$411K Buy
6,974
+394
+6% +$19.5K 0.11% 54
2021
Q3 		$283K Buy
6,580
+105
+2% +$4.65K 0.09% 59
2021
Q2 		$254K Sell
6,475
-118
-2% -$4.59K 0.08% 62
2021
Q1 		$239K Buy
6,593
+826
+14% +$29.3K 0.08% 62
2020
Q4 		$212K Buy
+5,767
New +$212K 0.08% 64
2019
Q2 		– Sell
-5,081
Closed -$205K – 56
2019
Q1 		$205K Buy
5,081
+95
+2% +$3.81K 0.13% 53
2018
Q4 		$207K Buy
4,986
+82
+2% +$3.4K 0.16% 50
2018
Q3 		$205K Buy
+4,904
New +$189K 0.15% 50

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ellenbecker Investment Group's PFE Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Pfizer (PFE) stake by 4.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 11,031 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #126.

Ellenbecker Investment Group first reported a position in PFE in Q3 2018 and has held it in 26 quarters since. The position peaked at $501K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Ellenbecker Investment Group held 11,031 shares of Pfizer worth $266K as of Q2 2026.
  • Ellenbecker Investment Group bought 469 Pfizer shares in Q2 2026, an estimated $12.3K.
  • Pfizer made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #126 holding.
  • Ellenbecker Investment Group first reported a position in Pfizer in Q3 2018 and has held it in 26 quarters since.
  • Ellenbecker Investment Group's Pfizer position peaked at $501K in Q4 2022.
  • 1,105 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.