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Hoxton Planning & Management’s Pfizer PFE Stock Holding History

Hoxton Planning & Management’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 		$648K Buy
26,907
+1,620
+6% +$42.4K 0.17% 103
2026
Q1 		$710K Buy
25,287
+974
+4% +$25.9K 0.21% 81
2025
Q4 		$605K Buy
24,313
+1,862
+8% +$47K 0.18% 97
2025
Q3 		$572K Buy
22,451
+4,412
+24% +$109K 0.18% 101
2025
Q2 		$437K Sell
18,039
-6,710
-27% -$156K 0.15% 115
2025
Q1 		$627K Sell
24,749
-6,392
-21% -$167K 0.24% 83
2024
Q4 		$826K Buy
31,141
+3,874
+14% +$105K 0.32% 63
2024
Q3 		$789K Buy
27,267
+1,424
+6% +$41.5K 0.31% 60
2024
Q2 		$723K Buy
25,843
+9,115
+54% +$251K 0.34% 54
2024
Q1 		$464K Buy
16,728
+7,097
+74% +$197K 0.22% 88
2023
Q4 		$277K Sell
9,631
-1,768
-16% -$53.4K 0.15% 113
2023
Q3 		$378K Buy
11,399
+1,884
+20% +$66.6K 0.24% 81
2023
Q2 		$349K Sell
9,515
-402
-4% -$15.6K 0.22% 93
2023
Q1 		$405K Buy
9,917
+78
+0.8% +$3.37K 0.22% 92
2022
Q4 		$504K Buy
+9,839
New +$472K 0.27% 75

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Hoxton Planning & Management's PFE Position: Q2 2026 in Review

Hoxton Planning & Management increased its Pfizer (PFE) stake by 6.4% in Q2 2026, buying an estimated $42.4K and bringing the position to 26,907 shares worth $648K. The position accounts for 0.17% of the portfolio, ranked #103.

Hoxton Planning & Management first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $826K in Q4 2024. 575 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Hoxton Planning & Management held 26,907 shares of Pfizer worth $648K as of Q2 2026.
  • Hoxton Planning & Management bought 1,620 Pfizer shares in Q2 2026, an estimated $42.4K.
  • Pfizer made up 0.17% of Hoxton Planning & Management's portfolio in Q2 2026, its #103 holding.
  • Hoxton Planning & Management first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Pfizer position peaked at $826K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.