EFG
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Everhart Financial Group’s Pfizer PFE Stock Holding History

Everhart Financial 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 		$661K Sell
27,433
-7,765
-22% -$203K 0.04% 234
2026
Q1 		$988K Buy
35,198
+8,731
+33% +$232K 0.08% 176
2025
Q4 		$659K Buy
26,467
+3,327
+14% +$83.9K 0.06% 223
2025
Q3 		$590K Buy
23,140
+10,561
+84% +$261K 0.06% 229
2025
Q2 		$305K Sell
12,579
-1,949
-13% -$45.5K 0.04% 286
2025
Q1 		$368K Buy
14,528
+3,347
+30% +$87.6K 0.05% 253
2024
Q4 		$297K Sell
11,181
-16,755
-60% -$454K 0.06% 257
2024
Q3 		$808K Buy
27,936
+4,681
+20% +$137K 0.18% 128
2024
Q2 		$651K Buy
23,255
+2,813
+14% +$77.4K 0.17% 128
2024
Q1 		$567K Buy
+20,442
New +$567K 0.17% 132
2023
Q3 		– Sell
-14,227
Closed -$516K – 227
2023
Q2 		$516K Buy
14,227
+1,043
+8% +$40.6K 0.21% 93
2023
Q1 		$532K Sell
13,184
-316
-2% -$13.6K 0.24% 84
2022
Q4 		$684K Buy
13,500
+4,179
+45% +$200K 0.34% 61
2022
Q3 		$408K Sell
9,321
-5,034
-35% -$245K 0.23% 86
2022
Q2 		$753K Buy
14,355
+3,734
+35% +$190K 0.46% 42
2022
Q1 		$550K Buy
10,621
+2,472
+30% +$128K 0.32% 66
2021
Q4 		$481K Buy
8,149
+868
+12% +$43K 0.29% 62
2021
Q3 		$313K Buy
+7,281
New +$323K 0.21% 82

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Everhart Financial Group's PFE Position: Q2 2026 in Review

Everhart Financial Group reduced its Pfizer (PFE) stake by 22% in Q2 2026, selling an estimated $203K and leaving 27,433 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #234.

Everhart Financial Group first reported a position in PFE in Q3 2021 and has held it in 18 quarters since. The position peaked at $988K in Q1 2026. 705 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Everhart Financial Group held 27,433 shares of Pfizer worth $661K as of Q2 2026.
  • Everhart Financial Group sold 7,765 Pfizer shares in Q2 2026, an estimated $203K.
  • Pfizer made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #234 holding.
  • Everhart Financial Group first reported a position in Pfizer in Q3 2021 and has held it in 18 quarters since.
  • Everhart Financial Group's Pfizer position peaked at $988K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.