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Inspirion Wealth Advisors’s Pfizer PFE Stock Holding History

Inspirion Wealth Advisors’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 		$1.09M Sell
45,683
-3,379
-7% -$88.4K 0.12% 70
2026
Q1 		$1.38M Sell
49,062
-5,175
-10% -$138K 0.17% 57
2025
Q4 		$1.35M Buy
54,237
+1,860
+4% +$46.9K 0.17% 57
2025
Q3 		$1.52M Sell
52,377
-12,558
-19% -$310K 0.21% 46
2025
Q2 		$1.57M Buy
64,935
+904
+1% +$21.1K 0.21% 48
2025
Q1 		$1.62M Buy
64,031
+12,644
+25% +$331K 0.23% 45
2024
Q4 		$1.39M Sell
51,387
-990
-2% -$26.9K 0.19% 49
2024
Q3 		$1.52M Buy
52,377
+420
+0.8% +$12.3K 0.21% 46
2024
Q2 		$1.45M Buy
51,957
+5,393
+12% +$148K 0.22% 42
2024
Q1 		$1.29M Buy
46,564
+38,947
+511% +$1.08M 0.21% 51
2023
Q4 		$226K Sell
7,617
-2,994
-28% -$90.5K 0.04% 127
2023
Q3 		$352K Buy
10,611
+3,189
+43% +$113K 0.07% 98
2023
Q2 		$272K Sell
7,422
-1
-0% -$39 0.05% 115
2023
Q1 		$303K Sell
7,423
-392
-5% -$16.9K 0.06% 102
2022
Q4 		$400K Buy
7,815
+6
+0.1% +$288 0.08% 91
2022
Q3 		$342K Buy
7,809
+7
+0.1% +$340 0.08% 88
2022
Q2 		$409K Buy
7,802
+5
+0.1% +$255 0.09% 84
2022
Q1 		$404K Buy
7,797
+237
+3% +$12.3K 0.08% 78
2021
Q4 		$446K Buy
+7,560
New +$375K 0.09% 70

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Inspirion Wealth Advisors's PFE Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its Pfizer (PFE) stake by 6.9% in Q2 2026, selling an estimated $88.4K and leaving 45,683 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #70.

Inspirion Wealth Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q1 2025. 1,189 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Inspirion Wealth Advisors held 45,683 shares of Pfizer worth $1.09M as of Q2 2026.
  • Inspirion Wealth Advisors sold 3,379 Pfizer shares in Q2 2026, an estimated $88.4K.
  • Pfizer made up 0.12% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Inspirion Wealth Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Inspirion Wealth Advisors's Pfizer position peaked at $1.62M in Q1 2025.
  • 1,189 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.