Hoxton Planning & Management
PFE icon

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
Q3 		$725K Sell
25,423
-1,484
-6% -$39.5K 0.18% 88
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 $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Hoxton Planning & Management's PFE Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Pfizer (PFE) stake by 5.5% in Q3 2026, selling an estimated $39.5K and leaving 25,423 shares worth $725K. The position accounts for 0.18% of the portfolio, ranked #88.

Hoxton Planning & Management first reported a position in PFE in Q4 2022 and has held it in 16 quarters since. The position peaked at $826K in Q4 2024. 699 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Hoxton Planning & Management held 25,423 shares of Pfizer worth $725K as of Q3 2026.
  • Hoxton Planning & Management sold 1,484 Pfizer shares in Q3 2026, an estimated $39.5K.
  • Pfizer made up 0.18% of Hoxton Planning & Management's portfolio in Q3 2026, its #88 holding.
  • Hoxton Planning & Management first reported a position in Pfizer in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's Pfizer position peaked at $826K in Q4 2024.
  • 699 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.