GI
PFE icon

Gradient Investments’s Pfizer PFE Stock Holding History

Gradient Investments’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 		$316K Buy
13,131
+1,346
+11% +$35.2K ﹤0.01% 405
2026
Q1 		$331K Sell
11,785
-112,019
-90% -$2.98M 0.01% 367
2025
Q4 		$3.08M Sell
123,804
-36,504
-23% -$921K 0.05% 181
2025
Q3 		$4.08M Sell
160,308
-649,053
-80% -$16M 0.07% 168
2025
Q2 		$19.6M Sell
809,361
-351,121
-30% -$8.19M 0.36% 94
2025
Q1 		$29.4M Buy
1,160,482
+50,650
+5% +$1.33M 0.59% 56
2024
Q4 		$29.4M Buy
1,109,832
+183,403
+20% +$4.97M 0.6% 53
2024
Q3 		$26.8M Buy
926,429
+364,113
+65% +$10.6M 0.56% 59
2024
Q2 		$15.7M Buy
562,316
+553,760
+6,472% +$15.2M 0.35% 95
2024
Q1 		$237K Sell
8,556
-11,758
-58% -$326K 0.01% 280
2023
Q4 		$585K Buy
20,314
+1,129
+6% +$34.1K 0.01% 225
2023
Q3 		$636K Sell
19,185
-1,397
-7% -$49.4K 0.02% 197
2023
Q2 		$755K Buy
20,582
+399
+2% +$15.5K 0.02% 191
2023
Q1 		$823K Buy
20,183
+73
+0.4% +$3.15K 0.02% 184
2022
Q4 		$1.03M Sell
20,110
-1,071
-5% -$51.3K 0.03% 181
2022
Q3 		$927K Sell
21,181
-984
-4% -$47.8K 0.03% 181
2022
Q2 		$1.16M Buy
22,165
+2,993
+16% +$153K 0.03% 174
2022
Q1 		$993K Buy
19,172
+337
+2% +$17.5K 0.03% 179
2021
Q4 		$1.11M Sell
18,835
-144
-0.8% -$7.13K 0.03% 171
2021
Q3 		$816K Buy
18,979
+540
+3% +$23.9K 0.02% 178
2021
Q2 		$722K Buy
18,439
+323
+2% +$12.6K 0.02% 181
2021
Q1 		$656K Buy
18,116
+906
+5% +$32.2K 0.02% 185
2020
Q4 		$632K Sell
17,210
-929
-5% -$34.1K 0.03% 174
2020
Q3 		$632K Buy
18,139
+5,435
+43% +$191K 0.03% 182
2020
Q2 		$394K Sell
12,704
-601
-5% -$20.4K 0.02% 208
2020
Q1 		$412K Buy
13,305
+302
+2% +$10.3K 0.02% 203
2019
Q4 		$483K Buy
13,003
+195
+2% +$6.95K 0.02% 218
2019
Q3 		$437K Buy
12,808
+465
+4% +$16.9K 0.02% 227
2019
Q2 		$507K Buy
12,343
+2,060
+20% +$81.8K 0.03% 222
2019
Q1 		$414K Sell
10,283
-2,644
-20% -$106K 0.03% 195
2018
Q4 		$535K Sell
12,927
-800
-6% -$33.2K 0.03% 179
2018
Q3 		$574K Sell
13,727
-255,571
-95% -$9.84M 0.03% 186
2018
Q2 		$9.27M Buy
269,298
+10,053
+4% +$344K 0.5% 35
2018
Q1 		$8.73M Buy
259,245
+21,215
+9% +$729K 0.47% 42
2017
Q4 		$8.18M Buy
238,030
+12,271
+5% +$418K 0.47% 47
2017
Q3 		$7.65M Buy
225,759
+9,233
+4% +$297K 0.49% 38
2017
Q2 		$6.9M Buy
216,526
+14,338
+7% +$452K 0.48% 48
2017
Q1 		$6.56M Buy
202,188
+28,617
+16% +$902K 0.5% 40
2016
Q4 		$5.35M Buy
173,571
+26,458
+18% +$808K 0.47% 56
2016
Q3 		$4.73M Buy
147,113
+10,514
+8% +$352K 0.46% 55
2016
Q2 		$4.56M Buy
136,599
+12,865
+10% +$411K 0.49% 41
2016
Q1 		$3.48M Buy
123,734
+4,951
+4% +$141K 0.43% 75
2015
Q4 		$3.64M Buy
118,783
+4,584
+4% +$144K 0.49% 50
2015
Q3 		$3.4M Sell
114,199
-9,233
-7% -$296K 0.48% 45
2015
Q2 		$3.93M Buy
123,432
+8,334
+7% +$272K 0.54% 39
2015
Q1 		$3.8M Sell
115,098
-280
-0.2% -$8.9K 0.57% 35
2014
Q4 		$3.41M Buy
115,378
+13,729
+14% +$394K 0.56% 44
2014
Q3 		$2.85M Buy
101,649
+16,315
+19% +$458K 0.52% 45
2014
Q2 		$2.4M Buy
85,334
+14,197
+20% +$405K 0.47% 67
2014
Q1 		$2.17M Buy
71,137
+5,387
+8% +$161K 0.5% 43
2013
Q4 		$1.91M Buy
65,750
+10,642
+19% +$310K 0.51% 39
2013
Q3 		$1.5M Buy
55,108
+8,657
+19% +$236K 0.47% 52
2013
Q2 		$1.23M Buy
+46,451
New +$1.28M 0.46% 46

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Gradient Investments's PFE Position: Q2 2026 in Review

Gradient Investments increased its Pfizer (PFE) stake by 11% in Q2 2026, buying an estimated $35.2K and bringing the position to 13,131 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Gradient Investments first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.4M in Q4 2024. 666 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Gradient Investments held 13,131 shares of Pfizer worth $316K as of Q2 2026.
  • Gradient Investments bought 1,346 Pfizer shares in Q2 2026, an estimated $35.2K.
  • Pfizer made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #405 holding.
  • Gradient Investments first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's Pfizer position peaked at $29.4M in Q4 2024.
  • 666 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.