Forza Wealth Management’s Pfizer PFE Stock Holding History

Forza Wealth Management’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	$655K	Buy	27,200 +488	+2%	+$12.8K	0.2%	105
2026 Q1	$750K	Buy	26,712 +3,524	+15%	+$93.8K	0.26%	89
2025 Q4	$577K	Buy	23,188 +4,061	+21%	+$102K	0.21%	114
2025 Q3	$487K	Buy	19,127 +3,837	+25%	+$94.7K	0.19%	123
2025 Q2	$371K	Buy	15,290 +2,188	+17%	+$51K	0.15%	142
2025 Q1	$332K	Buy	13,102 +1,250	+11%	+$32.7K	0.15%	144
2024 Q4	$314K	Sell	11,852 -6,908	-37%	-$187K	0.14%	150
2024 Q3	$543K	Buy	18,760 +365	+2%	+$10.6K	0.25%	108
2024 Q2	$515K	Sell	18,395 -1,163	-6%	-$32K	0.27%	105
2024 Q1	$543K	Hold	19,558	–	–	0.28%	99
2023 Q4	$563K	Sell	19,558 -5,685	-23%	-$172K	0.31%	91
2023 Q3	$837K	Hold	25,243	–	–	0.43%	74
2023 Q2	$926K	Sell	25,243 -820	-3%	-$31.9K	0.47%	73
2023 Q1	$1.06M	Buy	26,063 +2,085	+9%	+$90.1K	0.55%	61
2022 Q4	$1.23M	Buy	+23,978	New	+$1.15M	0.82%	37

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Forza Wealth Management's PFE Position: Q2 2026 in Review

Forza Wealth Management increased its Pfizer (PFE) stake by 1.8% in Q2 2026, buying an estimated $12.8K and bringing the position to 27,200 shares worth $655K. The position accounts for 0.2% of the portfolio, ranked #105.

Forza Wealth Management first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2022. 595 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Forza Wealth Management held 27,200 shares of Pfizer worth $655K as of Q2 2026.
Forza Wealth Management bought 488 Pfizer shares in Q2 2026, an estimated $12.8K.
Pfizer made up 0.2% of Forza Wealth Management's portfolio in Q2 2026, its #105 holding.
Forza Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Pfizer position peaked at $1.23M in Q4 2022.
595 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.