Innova Wealth Partners’s Pfizer PFE Stock Holding History

Innova Wealth Partners’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	–	Sell	-6,777	Closed	-$190K	–	187
2026 Q1	$190K	Sell	6,777 -1,384	-17%	-$36.8K	0.09%	157
2025 Q4	$203K	Buy	8,161 +24	+0.3%	+$605	0.1%	146
2025 Q3	$207K	Buy	+8,137	New	+$201K	0.11%	124
2024 Q1	–	Sell	-7,206	Closed	-$207K	–	77
2023 Q4	$207K	Buy	7,206 +944	+15%	+$28.5K	0.18%	63
2023 Q3	$208K	Buy	+6,262	New	+$221K	0.19%	53
2023 Q2	–	Sell	-5,302	Closed	-$216K	–	60
2023 Q1	$216K	Buy	5,302 +50	+1%	+$2.16K	0.19%	47
2022 Q4	$269K	Hold	5,252	–	–	0.24%	45
2022 Q3	$230K	Hold	5,252	–	–	0.21%	41
2022 Q2	$275K	Hold	5,252	–	–	0.23%	38
2022 Q1	$272K	Buy	5,252 +1,450	+38%	+$75.2K	0.2%	55
2021 Q4	$225K	Buy	+3,802	New	+$188K	0.16%	68

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Innova Wealth Partners's PFE Position: Q2 2026 in Review

Innova Wealth Partners sold out of Pfizer (PFE) in Q2 2026, closing a stake of 6,777 shares — an estimated $190K sold.

Innova Wealth Partners first reported a position in PFE in Q4 2021 and held it in 11 quarters. The position peaked at $275K in Q2 2022. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Innova Wealth Partners reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Innova Wealth Partners sold 6,777 Pfizer shares in Q2 2026, an estimated $190K.
Innova Wealth Partners first reported a position in Pfizer in Q4 2021 and held it in 11 quarters.
Innova Wealth Partners's Pfizer position peaked at $275K in Q2 2022.
1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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