Henrickson Nauta Wealth Advisors’s Pfizer PFE Stock Holding History

Henrickson Nauta Wealth Advisors’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	$328K	Buy	+13,628	New	+$356K	0.08%	81
2026 Q1	–	Sell	-10,451	Closed	-$266K	–	125
2025 Q4	$266K	Buy	+10,451	New	+$264K	0.04%	104
2023 Q2	–	Sell	-4,904	Closed	-$200K	–	60
2023 Q1	$200K	Buy	4,904 +222	+5%	+$9.59K	0.14%	56
2022 Q4	$240K	Sell	4,682 -13	-0.3%	-$623	0.19%	48
2022 Q3	$205K	Buy	4,695 +13	+0.3%	+$632	0.2%	43
2022 Q2	$245K	Hold	4,682	–	–	0.22%	37
2022 Q1	$242K	Hold	4,682	–	–	0.2%	36
2021 Q4	$241K	Buy	+4,682	New	+$232K	0.2%	34

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

Henrickson Nauta Wealth Advisors's PFE Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors opened a new position in Pfizer (PFE) in Q2 2026: 13,628 shares worth $328K. The stake represents 0.08% of the portfolio and ranks #81 among its holdings. This is a return to the name: Henrickson Nauta Wealth Advisors previously reported a position in PFE as recently as Q4 2025.

Henrickson Nauta Wealth Advisors first reported a position in PFE in Q4 2021 and has held it in 8 quarters since. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Henrickson Nauta Wealth Advisors held 13,628 shares of Pfizer worth $328K as of Q2 2026.
Pfizer was a new Henrickson Nauta Wealth Advisors position in Q2 2026.
Pfizer made up 0.08% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Henrickson Nauta Wealth Advisors first reported a position in Pfizer in Q4 2021 and has held it in 8 quarters since.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.