Integrated Financial Solutions’s Pfizer PFE Stock Holding History

Integrated Financial Solutions’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	$327K	Sell	13,581 -34,900	-72%	-$913K	0.18%	32
2026 Q1	$1.36M	Sell	48,481 -500	-1%	-$13.3K	0.95%	18
2025 Q4	$1.22M	Buy	48,981 +1,650	+3%	+$41.6K	0.73%	18
2025 Q3	$1.21M	Buy	47,331 +2,650	+6%	+$65.4K	0.83%	19
2025 Q2	$1.08M	Buy	+44,681	New	+$1.04M	0.92%	15

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

Integrated Financial Solutions's PFE Position: Q2 2026 in Review

Integrated Financial Solutions reduced its Pfizer (PFE) stake by 72% in Q2 2026, selling an estimated $913K and leaving 13,581 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #32.

Integrated Financial Solutions first reported a position in PFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2026. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Integrated Financial Solutions held 13,581 shares of Pfizer worth $327K as of Q2 2026.
Integrated Financial Solutions sold 34,900 Pfizer shares in Q2 2026, an estimated $913K.
Pfizer made up 0.18% of Integrated Financial Solutions's portfolio in Q2 2026, its #32 holding.
Integrated Financial Solutions first reported a position in Pfizer in Q2 2025 and has held it in 5 quarters since.
Integrated Financial Solutions's Pfizer position peaked at $1.36M in Q1 2026.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Integrated Financial Solutions's 13F filing for Q2 2026, filed 16 Jul 2026.