Holos Integrated Wealth’s Pfizer PFE Stock Holding History

Holos Integrated Wealth’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	$16.2K	Hold	672	–	–	0.01%	227
2026 Q1	$18.2K	Hold	672	–	–	0.01%	215
2025 Q4	$16.9K	Hold	672	–	–	0.01%	172
2025 Q3	$16.7K	Hold	672	–	–	0.01%	165
2025 Q2	$16.5K	Sell	672 -311	-32%	-$7.25K	0.01%	165
2025 Q1	$24.9K	Sell	983 -436	-31%	-$11.4K	0.02%	146
2024 Q4	$37.6K	Buy	+1,419	New	+$38.5K	0.03%	120

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

Holos Integrated Wealth's PFE Position: Q2 2026 in Review

Holos Integrated Wealth held its Pfizer (PFE) position steady in Q2 2026 at 672 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #227.

Holos Integrated Wealth first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.6K in Q4 2024. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Holos Integrated Wealth held 672 shares of Pfizer worth $16.2K as of Q2 2026.
Holos Integrated Wealth left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #227 holding.
Holos Integrated Wealth first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Pfizer position peaked at $37.6K in Q4 2024.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.