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Financial Life Planners’s Pfizer PFE Stock Holding History

Financial Life Planners’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 		$173 Hold
7
– – ﹤0.01% 318
2026
Q1 		$198 Buy
+7
New +$186 ﹤0.01% 344
2025
Q4 		– Sell
-7
Closed -$174 – 252
2025
Q3 		$174 Buy
+7
New +$173 ﹤0.01% 340
2025
Q1 		– Sell
-6
Closed -$146 – 291
2024
Q4 		$146 Buy
+6
New +$163 ﹤0.01% 386

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Financial Life Planners's PFE Position: Q2 2026 in Review

Financial Life Planners held its Pfizer (PFE) position steady in Q2 2026 at 7 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Financial Life Planners first reported a position in PFE in Q4 2024 and has held it in 4 quarters since. The position peaked at $198 in Q1 2026. 1,336 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Financial Life Planners held 7 shares of Pfizer worth $173 as of Q2 2026.
  • Financial Life Planners left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #318 holding.
  • Financial Life Planners first reported a position in Pfizer in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Pfizer position peaked at $198 in Q1 2026.
  • 1,336 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.