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Harbor Asset Planning’s Pfizer PFE Stock Holding History

Harbor Asset Planning’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 		$20.5K Hold
850
– – 0.02% 305
2026
Q1 		$23.9K Sell
850
-327
-28% -$8.71K 0.02% 283
2025
Q4 		$29.3K Hold
1,177
– – 0.03% 259
2025
Q3 		$30K Hold
1,177
– – 0.03% 245
2025
Q2 		$28.5K Buy
+1,177
New +$27.4K 0.03% 240

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Harbor Asset Planning's PFE Position: Q2 2026 in Review

Harbor Asset Planning held its Pfizer (PFE) position steady in Q2 2026 at 850 shares worth $20.5K. The position accounts for 0.02% of the portfolio, ranked #305.

Harbor Asset Planning first reported a position in PFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $30K in Q3 2025. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Harbor Asset Planning held 850 shares of Pfizer worth $20.5K as of Q2 2026.
  • Harbor Asset Planning left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #305 holding.
  • Harbor Asset Planning first reported a position in Pfizer in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Pfizer position peaked at $30K in Q3 2025.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.