FPW
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Flywheel Private Wealth’s Pfizer PFE Stock Holding History

Flywheel Private Wealth’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 		$313K Sell
13,015
-500
-4% -$13.1K 0.15% 75
2026
Q1 		$380K Hold
13,515
– – 0.22% 61
2025
Q4 		$337K Buy
+13,515
New +$341K 0.21% 52

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

Flywheel Private Wealth's PFE Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Pfizer (PFE) stake by 3.7% in Q2 2026, selling an estimated $13.1K and leaving 13,015 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #75.

Flywheel Private Wealth first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q1 2026. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Flywheel Private Wealth held 13,015 shares of Pfizer worth $313K as of Q2 2026.
  • Flywheel Private Wealth sold 500 Pfizer shares in Q2 2026, an estimated $13.1K.
  • Pfizer made up 0.15% of Flywheel Private Wealth's portfolio in Q2 2026, its #75 holding.
  • Flywheel Private Wealth first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • Flywheel Private Wealth's Pfizer position peaked at $380K in Q1 2026.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.