FCG Investment Company’s Pfizer PFE Stock Holding History

FCG Investment Company’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	$378K	Buy	+15,702	New	+$411K	0.13%	98
2025 Q3	$303K	Sell	11,889 -2,792	-19%	-$68.9K	0.14%	84
2025 Q2	$356K	Buy	+14,681	New	+$342K	0.19%	82
2025 Q1	–	Sell	-16,214	Closed	-$430K	–	105
2024 Q4	$430K	Sell	16,214 -2,357	-13%	-$63.9K	0.26%	68
2024 Q3	$537K	Buy	18,571 +3,768	+25%	+$110K	0.35%	67
2024 Q2	$414K	Sell	14,803 -3,045	-17%	-$83.8K	0.31%	75
2024 Q1	$495K	Buy	17,848 +6,333	+55%	+$176K	0.4%	72
2023 Q4	$332K	Buy	+11,515	New	+$348K	0.32%	74

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

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) 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

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FCG Investment Company's PFE Position: Q2 2026 in Review

FCG Investment Company opened a new position in Pfizer (PFE) in Q2 2026: 15,702 shares worth $378K. The stake represents 0.13% of the portfolio and ranks #98 among its holdings. This is a return to the name: FCG Investment Company previously reported a position in PFE as recently as Q3 2025.

FCG Investment Company first reported a position in PFE in Q4 2023 and has held it in 8 quarters since. The position peaked at $537K in Q3 2024. 1,091 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

FCG Investment Company held 15,702 shares of Pfizer worth $378K as of Q2 2026.
Pfizer was a new FCG Investment Company position in Q2 2026.
Pfizer made up 0.13% of FCG Investment Company's portfolio in Q2 2026, its #98 holding.
FCG Investment Company first reported a position in Pfizer in Q4 2023 and has held it in 8 quarters since.
FCG Investment Company's Pfizer position peaked at $537K in Q3 2024.
1,091 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.