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Golden State Equity Partners’s Pfizer PFE Stock Holding History

Golden State Equity Partners’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 		– Sell
-69,810
Closed -$1.96M – 1330
2026
Q1 		$1.96M Buy
69,810
+35,963
+106% +$957K 0.15% 161
2025
Q4 		$843K Buy
33,847
+4,942
+17% +$125K 0.14% 171
2025
Q3 		$737K Buy
28,905
+108
+0.4% +$2.67K 0.12% 194
2025
Q2 		$698K Buy
28,797
+10,348
+56% +$241K 0.13% 193
2025
Q1 		$468K Buy
18,449
+261
+1% +$6.83K 0.09% 257
2024
Q4 		$483K Buy
18,188
+16,410
+923% +$445K 0.09% 241
2024
Q3 		$51.5K Buy
+1,778
New +$51.9K 0.03% 373
2023
Q4 		$734K Buy
25,493
+14,607
+134% +$442K 0.18% 129
2023
Q3 		$361K Buy
10,886
+176
+2% +$6.22K 0.1% 214
2023
Q2 		$393K Sell
10,710
-4,857
-31% -$189K 0.11% 216
2023
Q1 		$635K Buy
+15,567
New +$672K 0.34% 79
2022
Q1 		$265K Sell
5,128
-14,312
-74% -$743K 0.13% 157
2021
Q4 		$1.15M Buy
19,440
+456
+2% +$22.6K 0.58% 44
2021
Q3 		$817K Buy
18,984
+9,870
+108% +$437K 0.33% 71
2021
Q2 		$357K Buy
9,114
+3,040
+50% +$118K 0.14% 156
2021
Q1 		$220K Sell
6,074
-468
-7% -$16.6K 0.13% 154
2020
Q4 		$240K Buy
+6,542
New +$240K 0.17% 142

Other funds holding PFE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Golden State Equity Partners's PFE Position: Q2 2026 in Review

Golden State Equity Partners sold out of Pfizer (PFE) in Q2 2026, closing a stake of 69,810 shares — an estimated $1.96M sold.

Golden State Equity Partners first reported a position in PFE in Q4 2020 and held it in 17 quarters. The position peaked at $1.96M in Q1 2026. 1,393 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Golden State Equity Partners reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 69,810 Pfizer shares in Q2 2026, an estimated $1.96M.
  • Golden State Equity Partners first reported a position in Pfizer in Q4 2020 and held it in 17 quarters.
  • Golden State Equity Partners's Pfizer position peaked at $1.96M in Q1 2026.
  • 1,393 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.