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Everpar Advisors’s Pfizer PFE Stock Holding History

Everpar Advisors’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 		$259K Sell
10,746
-2,310
-18% -$60.4K 0.07% 247
2026
Q1 		$367K Buy
13,056
+3,816
+41% +$102K 0.13% 173
2025
Q4 		$230K Sell
9,240
-1,243
-12% -$31.3K 0.09% 247
2025
Q3 		$267K Buy
+10,483
New +$259K 0.11% 220
2024
Q3 		– Sell
-7,654
Closed -$214K – 277
2024
Q2 		$214K Buy
+7,654
New +$211K 0.11% 243

Other funds holding PFE

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
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Everpar Advisors's PFE Position: Q2 2026 in Review

Everpar Advisors reduced its Pfizer (PFE) stake by 18% in Q2 2026, selling an estimated $60.4K and leaving 10,746 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #247.

Everpar Advisors first reported a position in PFE in Q2 2024 and has held it in 5 quarters since. The position peaked at $367K in Q1 2026. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Everpar Advisors held 10,746 shares of Pfizer worth $259K as of Q2 2026.
  • Everpar Advisors sold 2,310 Pfizer shares in Q2 2026, an estimated $60.4K.
  • Pfizer made up 0.07% of Everpar Advisors's portfolio in Q2 2026, its #247 holding.
  • Everpar Advisors first reported a position in Pfizer in Q2 2024 and has held it in 5 quarters since.
  • Everpar Advisors's Pfizer position peaked at $367K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.