Howard Financial Services’s Pfizer PFE Stock Holding History

Howard Financial Services’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	$304K	Buy	12,628 +1,539	+14%	+$40.3K	0.03%	187
2026 Q1	$311K	Buy	11,089 +301	+3%	+$8.01K	0.04%	167
2025 Q4	$269K	Buy	+10,788	New	+$272K	0.03%	167
2025 Q1	–	Sell	-11,922	Closed	-$316K	–	191
2024 Q4	$316K	Sell	11,922 -1,299	-10%	-$35.2K	0.04%	140
2024 Q3	$383K	Buy	13,221 +511	+4%	+$14.9K	0.06%	110
2024 Q2	$356K	Buy	12,710 +156	+1%	+$4.29K	0.06%	108
2024 Q1	$348K	Buy	12,554 +495	+4%	+$13.7K	0.06%	111
2023 Q4	$347K	Buy	+12,059	New	+$365K	0.07%	111
2023 Q3	–	Sell	-5,779	Closed	-$212K	–	154
2023 Q2	$212K	Sell	5,779 -6	-0.1%	-$234	0.05%	129
2023 Q1	$236K	Buy	5,785 +1,393	+32%	+$60.2K	0.06%	120
2022 Q4	$225K	Buy	+4,392	New	+$211K	0.06%	121
2022 Q1	–	Sell	-4,616	Closed	-$273K	–	147
2021 Q4	$273K	Buy	+4,616	New	+$229K	0.08%	99

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

Howard Financial Services's PFE Position: Q2 2026 in Review

Howard Financial Services increased its Pfizer (PFE) stake by 14% in Q2 2026, buying an estimated $40.3K and bringing the position to 12,628 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #187.

Howard Financial Services first reported a position in PFE in Q4 2021 and has held it in 12 quarters since. The position peaked at $383K in Q3 2024. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Howard Financial Services held 12,628 shares of Pfizer worth $304K as of Q2 2026.
Howard Financial Services bought 1,539 Pfizer shares in Q2 2026, an estimated $40.3K.
Pfizer made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #187 holding.
Howard Financial Services first reported a position in Pfizer in Q4 2021 and has held it in 12 quarters since.
Howard Financial Services's Pfizer position peaked at $383K in Q3 2024.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.