Harvey Investment Company’s Pfizer PFE Stock Holding History

Harvey Investment Company’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	$594K	Sell	24,657 -2,540	-9%	-$66.4K	0.06%	80
2026 Q1	$764K	Hold	27,197	–	–	0.08%	70
2025 Q4	$677K	Hold	27,197	–	–	0.07%	71
2025 Q3	$693K	Sell	27,197 -3,600	-12%	-$88.9K	0.07%	74
2025 Q2	$747K	Hold	30,797	–	–	0.08%	72
2025 Q1	$780K	Hold	30,797	–	–	0.09%	69
2024 Q4	$817K	Hold	30,797	–	–	0.09%	69
2024 Q3	$891K	Hold	30,797	–	–	0.1%	68
2024 Q2	$862K	Hold	30,797	–	–	0.1%	67
2024 Q1	$855K	Hold	30,797	–	–	0.1%	66
2023 Q4	$887K	Sell	30,797 -500	-2%	-$15.1K	0.11%	65
2023 Q3	$1.04M	Hold	31,297	–	–	0.14%	60
2023 Q2	$1.15M	Sell	31,297 -500	-2%	-$19.5K	0.15%	60
2023 Q1	$1.3M	Sell	31,797 -300	-0.9%	-$13K	0.16%	59
2022 Q4	$1.65M	Hold	32,097	–	–	0.21%	53
2022 Q3	$1.41M	Sell	32,097 -115	-0.4%	-$5.59K	0.2%	55
2022 Q2	$1.69M	Hold	32,212	–	–	0.24%	53
2022 Q1	$1.67M	Hold	32,212	–	–	0.2%	55
2021 Q4	$1.9M	Hold	32,212	–	–	0.22%	54
2021 Q3	$1.39M	Hold	32,212	–	–	0.18%	57
2021 Q2	$1.26M	Hold	32,212	–	–	0.17%	60
2021 Q1	$1.17M	Sell	32,212 -298	-0.9%	-$10.6K	0.17%	62
2020 Q4	$1.2M	Sell	32,510 -4,055	-11%	-$149K	0.17%	58
2020 Q3	$1.27M	Hold	36,565	–	–	0.2%	52
2020 Q2	$1.13M	Sell	36,565 -527	-1%	-$17.9K	0.19%	60
2020 Q1	$1.15M	Sell	37,092 -3,663	-9%	-$125K	0.23%	55
2019 Q4	$1.51M	Hold	40,755	–	–	0.23%	54
2019 Q3	$1.39M	Hold	40,755	–	–	0.23%	53
2019 Q2	$1.68M	Sell	40,755 -792	-2%	-$31.4K	0.28%	48
2019 Q1	$1.67M	Buy	41,547 +315	+0.8%	+$12.6K	0.29%	49
2018 Q4	$1.71M	Buy	41,232 +4,216	+11%	+$175K	0.33%	47
2018 Q3	$1.55M	Buy	37,016 +276	+0.8%	+$10.6K	0.27%	49
2018 Q2	$1.26M	Hold	36,740	–	–	0.23%	53
2018 Q1	$1.24M	Buy	36,740 +1,225	+3%	+$42.1K	0.23%	54
2017 Q4	$1.22M	Sell	35,515 -527	-1%	-$18K	0.22%	55
2017 Q3	$1.22M	Sell	36,042 -6,789	-16%	-$218K	0.24%	53
2017 Q2	$1.36M	Sell	42,831 -1,846	-4%	-$58.2K	0.28%	50
2017 Q1	$1.45M	Sell	44,677 -8,675	-16%	-$274K	0.3%	48
2016 Q4	$1.64M	Hold	53,352	–	–	0.35%	47
2016 Q3	$1.71M	Buy	53,352 +1,987	+4%	+$66.4K	0.36%	47
2016 Q2	$1.72M	Hold	51,365	–	–	0.37%	46
2016 Q1	$1.44M	Hold	51,365	–	–	0.32%	49
2015 Q4	$1.57M	Buy	51,365 +515	+1%	+$16.2K	0.36%	46
2015 Q3	$1.51M	Buy	50,850 +1,874	+4%	+$60.1K	0.37%	46
2015 Q2	$1.56M	Hold	48,976	–	–	0.36%	50
2015 Q1	$1.62M	Hold	48,976	–	–	0.38%	48
2014 Q4	$1.45M	Sell	48,976 -403	-0.8%	-$11.6K	0.34%	48
2014 Q3	$1.39M	Sell	49,379 -3,083	-6%	-$86.5K	0.35%	48
2014 Q2	$1.48M	Sell	52,462 -5,334	-9%	-$152K	0.37%	48
2014 Q1	$1.76M	Buy	57,796 +6,042	+12%	+$180K	0.45%	46
2013 Q4	$1.5M	Sell	51,754 -1,245	-2%	-$36.2K	0.4%	48
2013 Q3	$1.44M	Sell	52,999 -1,425	-3%	-$38.8K	0.41%	48
2013 Q2	$1.45M	Buy	+54,424	New	+$1.5M	0.43%	46

Other funds holding PFE

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Harvey Investment Company's PFE Position: Q2 2026 in Review

Harvey Investment Company reduced its Pfizer (PFE) stake by 9.3% in Q2 2026, selling an estimated $66.4K and leaving 24,657 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #80.

Harvey Investment Company first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.9M in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Harvey Investment Company held 24,657 shares of Pfizer worth $594K as of Q2 2026.
Harvey Investment Company sold 2,540 Pfizer shares in Q2 2026, an estimated $66.4K.
Pfizer made up 0.06% of Harvey Investment Company's portfolio in Q2 2026, its #80 holding.
Harvey Investment Company first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
Harvey Investment Company's Pfizer position peaked at $1.9M in Q4 2021.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.