Great Waters Wealth Management’s Pfizer PFE Stock Holding History

Great Waters 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	$611K	Sell	25,379 -134	-0.5%	-$3.5K	0.06%	63
2026 Q1	$716K	Sell	25,513 -12	-0%	-$319	0.08%	50
2025 Q4	$636K	Sell	25,525 -95	-0.4%	-$2.4K	0.07%	56
2025 Q3	$653K	Buy	25,620 +5	+0%	+$123	0.08%	50
2025 Q2	$621K	Sell	25,615 -1,845	-7%	-$43K	0.08%	52
2025 Q1	$696K	Buy	27,460 +42	+0.2%	+$1.1K	0.1%	50
2024 Q4	$727K	Sell	27,418 -308	-1%	-$8.35K	0.09%	53
2024 Q3	$802K	Buy	27,726 +317	+1%	+$9.25K	0.11%	52
2024 Q2	$767K	Buy	27,409 +440	+2%	+$12.1K	0.12%	49
2024 Q1	$748K	Buy	26,969 +868	+3%	+$24.1K	0.12%	50
2023 Q4	$776K	Buy	26,101 +21	+0.1%	+$635	0.14%	48
2023 Q3	$864K	Buy	26,080 +316	+1%	+$11.2K	0.17%	44
2023 Q2	$945K	Buy	25,764 +2	+0%	+$78	0.19%	43
2023 Q1	$1.04M	Buy	25,762 +3	+0%	+$130	0.22%	40
2022 Q4	$1.16M	Buy	+25,759	New	+$1.23M	0.25%	38

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Great Waters Wealth Management's PFE Position: Q2 2026 in Review

Great Waters Wealth Management reduced its Pfizer (PFE) stake by 0.53% in Q2 2026, selling an estimated $3.5K and leaving 25,379 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #63.

Great Waters Wealth Management first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q4 2022. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Great Waters Wealth Management held 25,379 shares of Pfizer worth $611K as of Q2 2026.
Great Waters Wealth Management sold 134 Pfizer shares in Q2 2026, an estimated $3.5K.
Pfizer made up 0.06% of Great Waters Wealth Management's portfolio in Q2 2026, its #63 holding.
Great Waters Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's Pfizer position peaked at $1.16M in Q4 2022.
1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.