Hoese & Co’s Pfizer PFE Stock Holding History

Hoese & Co’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	$120K	Hold	5,000	–	–	0.08%	72
2026 Q1	$140K	Hold	5,000	–	–	0.1%	52
2025 Q4	$124K	Hold	5,000	–	–	0.09%	56
2025 Q3	$127K	Hold	5,000	–	–	0.1%	52
2025 Q2	$121K	Buy	+5,000	New	+$117K	0.1%	54
2025 Q1	–	Sell	-534	Closed	-$14.2K	–	161
2024 Q4	$14.2K	Buy	+534	New	+$14.5K	0.01%	119
2024 Q2	–	Sell	-6,706	Closed	-$178K	–	154
2024 Q1	$178K	Sell	6,706 -710	-10%	-$19.7K	0.16%	32
2023 Q4	$226K	Sell	7,416 -420	-5%	-$12.7K	0.22%	30
2023 Q3	$260K	Sell	7,836 -160	-2%	-$5.66K	0.27%	30
2023 Q2	$293K	Sell	7,996 -270	-3%	-$10.5K	0.28%	33
2023 Q1	$335K	Sell	8,266 -960	-10%	-$41.5K	0.38%	31
2022 Q4	$462K	Hold	9,226	–	–	0.49%	25
2022 Q3	$404K	Sell	9,226 -3,570	-28%	-$173K	0.48%	28
2022 Q2	$671K	Hold	12,796	–	–	0.75%	23
2022 Q1	$662K	Sell	12,796 -1,158	-8%	-$60.1K	0.68%	22
2021 Q4	$824K	Hold	13,954	–	–	0.82%	23
2021 Q3	$600K	Buy	13,954 +158	+1%	+$7K	0.65%	28
2021 Q2	$540K	Buy	13,796 +2,220	+19%	+$86.3K	0.61%	30
2021 Q1	$419K	Sell	11,576 -1,180	-9%	-$41.9K	0.52%	33
2020 Q4	$458K	Buy	+12,756	New	+$468K	0.84%	15

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

Hoese & Co's PFE Position: Q2 2026 in Review

Hoese & Co held its Pfizer (PFE) position steady in Q2 2026 at 5,000 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #72.

Hoese & Co first reported a position in PFE in Q4 2020 and has held it in 20 quarters since. The position peaked at $824K in Q4 2021. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Hoese & Co held 5,000 shares of Pfizer worth $120K as of Q2 2026.
Hoese & Co left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.08% of Hoese & Co's portfolio in Q2 2026, its #72 holding.
Hoese & Co first reported a position in Pfizer in Q4 2020 and has held it in 20 quarters since.
Hoese & Co's Pfizer position peaked at $824K in Q4 2021.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.