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Genesis Private Wealth’s Pfizer PFE Stock Holding History

Genesis 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 		$283K Buy
11,761
+86
+0.7% +$2.25K 0.08% 138
2026
Q1 		$328K Buy
11,675
+1,485
+15% +$39.5K 0.1% 116
2025
Q4 		$254K Sell
10,190
-58
-0.6% -$1.46K 0.08% 145
2025
Q3 		$261K Sell
10,248
-4,803
-32% -$119K 0.11% 115
2025
Q2 		$365K Sell
15,051
-33
-0.2% -$770 0.17% 70
2025
Q1 		$382K Buy
+15,084
New +$395K 0.2% 62

Other funds holding PFE

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
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

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

Genesis Private Wealth increased its Pfizer (PFE) stake by 0.74% in Q2 2026, buying an estimated $2.25K and bringing the position to 11,761 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #138.

Genesis Private Wealth first reported a position in PFE in Q1 2025 and has held it in 6 quarters since. The position peaked at $382K in Q1 2025. 631 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Genesis Private Wealth held 11,761 shares of Pfizer worth $283K as of Q2 2026.
  • Genesis Private Wealth bought 86 Pfizer shares in Q2 2026, an estimated $2.25K.
  • Pfizer made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #138 holding.
  • Genesis Private Wealth first reported a position in Pfizer in Q1 2025 and has held it in 6 quarters since.
  • Genesis Private Wealth's Pfizer position peaked at $382K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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