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Essential Partners’s Pfizer PFE Stock Holding History

Essential 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
Q3 		$327K Buy
11,477
+1,376
+14% +$36.6K 0.15% 145
2026
Q2 		$243K Buy
10,101
+5,720
+131% +$150K 0.11% 196
2026
Q1 		$123K Buy
4,381
+724
+20% +$19.3K 0.04% 376
2025
Q4 		$91.1K Buy
3,657
+199
+6% +$5.02K 0.03% 467
2025
Q3 		$88.1K Buy
3,458
+2,484
+255% +$61.3K 0.03% 460
2025
Q2 		$23.6K Buy
+974
New +$22.7K 0.01% 627

Other funds holding PFE

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Essential Partners's PFE Position: Q3 2026 in Review

Essential Partners increased its Pfizer (PFE) stake by 14% in Q3 2026, buying an estimated $36.6K and bringing the position to 11,477 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #145.

Essential Partners first reported a position in PFE in Q2 2025 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Essential Partners held 11,477 shares of Pfizer worth $327K as of Q3 2026.
  • Essential Partners bought 1,376 Pfizer shares in Q3 2026, an estimated $36.6K.
  • Pfizer made up 0.15% of Essential Partners's portfolio in Q3 2026, its #145 holding.
  • Essential Partners first reported a position in Pfizer in Q2 2025 and has held it in 6 quarters since.
  • 303 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.