Hoertkorn Richard Charles’s Pfizer PFE Stock Holding History

Hoertkorn Richard Charles’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	$208K	Hold	8,650	–	–	0.14%	35
2026 Q1	$243K	Sell	8,650 -1,400	-14%	-$37.3K	0.2%	38
2025 Q4	$250K	Sell	10,050 -2,734	-21%	-$68.9K	0.1%	41
2025 Q3	$326K	Buy	12,784 +7,550	+144%	+$186K	0.13%	38
2025 Q2	$127K	Hold	5,234	–	–	0.05%	44
2025 Q1	$133K	Sell	5,234 -103	-2%	-$2.69K	0.06%	45
2024 Q4	$142K	Sell	5,337 -572	-10%	-$15.5K	0.06%	45
2024 Q3	$171K	Sell	5,909 -2,012	-25%	-$58.7K	0.07%	44
2024 Q2	$222K	Sell	7,921 -266	-3%	-$7.32K	0.1%	42
2024 Q1	$227K	Sell	8,187 -100	-1%	-$2.77K	0.1%	41
2023 Q4	$239K	Sell	8,287 -1,000	-11%	-$30.2K	0.11%	41
2023 Q3	$308K	Sell	9,287 -100	-1%	-$3.54K	0.15%	41
2023 Q2	$344K	Hold	9,387	–	–	0.17%	39
2023 Q1	$383K	Hold	9,387	–	–	0.2%	40
2022 Q4	$481K	Hold	9,387	–	–	0.26%	37
2022 Q3	$411K	Buy	9,387 +12	+0.1%	+$583	0.24%	36
2022 Q2	$491K	Sell	9,375 -800	-8%	-$40.8K	0.27%	35
2022 Q1	$527K	Sell	10,175 -450	-4%	-$23.3K	0.23%	35
2021 Q4	$627K	Hold	10,625	–	–	0.25%	36
2021 Q3	$457K	Sell	10,625 -50	-0.5%	-$2.21K	0.21%	38
2021 Q2	$418K	Sell	10,675 -700	-6%	-$27.2K	0.19%	41
2021 Q1	$412K	Sell	11,375 -500	-4%	-$17.8K	0.2%	39
2020 Q4	$437K	Sell	11,875 -641	-5%	-$23.5K	0.24%	37
2020 Q3	$436K	Hold	12,516	–	–	0.29%	36
2020 Q2	$388K	Sell	12,516 -264	-2%	-$8.97K	0.26%	37
2020 Q1	$396K	Sell	12,780 -500	-4%	-$17K	0.32%	36
2019 Q4	$494K	Sell	13,280 -2,240	-14%	-$79.8K	0.3%	38
2019 Q3	$529K	Sell	15,520 -6,140	-28%	-$223K	0.34%	37
2019 Q2	$890K	Sell	21,660 -817	-4%	-$32.4K	0.59%	33
2019 Q1	$906K	Sell	22,477 -1,001	-4%	-$40.1K	0.6%	33
2018 Q4	$972K	Sell	23,478 -1,370	-6%	-$56.9K	0.68%	34
2018 Q3	$1.04M	Sell	24,848 -527	-2%	-$20.3K	0.62%	33
2018 Q2	$873K	Sell	25,375 -3,215	-11%	-$110K	0.53%	39
2018 Q1	$963K	Sell	28,590 -6,956	-20%	-$239K	0.59%	37
2017 Q4	$1.22M	Sell	35,546 -264	-0.7%	-$9K	0.72%	34
2017 Q3	$1.21M	Sell	35,810 -395	-1%	-$12.7K	0.77%	34
2017 Q2	$1.15M	Sell	36,205 -3,109	-8%	-$98K	0.76%	33
2017 Q1	$1.28M	Sell	39,314 -6,356	-14%	-$200K	0.85%	34
2016 Q4	$1.41M	Sell	45,670 -15,499	-25%	-$473K	0.97%	33
2016 Q3	$1.97M	Sell	61,169 -8,906	-13%	-$298K	1.53%	23
2016 Q2	$2.34M	Sell	70,075 -2,319	-3%	-$74K	1.87%	19
2016 Q1	$2.04M	Sell	72,394 -4,848	-6%	-$138K	1.63%	23
2015 Q4	$2.37M	Sell	77,242 -11,963	-13%	-$376K	1.78%	20
2015 Q3	$2.66M	Sell	89,205 -8,843	-9%	-$284K	2.1%	18
2015 Q2	$3.12M	Sell	98,048 -2,003	-2%	-$65.3K	2.33%	18
2015 Q1	$3.3M	Sell	100,051 -23,720	-19%	-$754K	2.46%	18
2014 Q4	$3.66M	Buy	123,771 +4,321	+4%	+$124K	2.59%	16
2014 Q3	$3.35M	Sell	119,450 -5,850	-5%	-$164K	2.48%	17
2014 Q2	$3.53M	Sell	125,300 -1,945	-2%	-$55.4K	2.63%	14
2014 Q1	$3.88M	Sell	127,245 -1,687	-1%	-$50.3K	3.04%	12
2013 Q4	$3.75M	Buy	+128,932	New	+$3.75M	2.89%	13

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Hoertkorn Richard Charles's PFE Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Pfizer (PFE) position steady in Q2 2026 at 8,650 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #35.

Hoertkorn Richard Charles first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.88M in Q1 2014. 809 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Hoertkorn Richard Charles held 8,650 shares of Pfizer worth $208K as of Q2 2026.
Hoertkorn Richard Charles left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.14% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #35 holding.
Hoertkorn Richard Charles first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
Hoertkorn Richard Charles's Pfizer position peaked at $3.88M in Q1 2014.
809 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.