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Intrua Financial’s Pfizer PFE Stock Holding History

Intrua Financial’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 		$1.57M Sell
65,137
-9,224
-12% -$241K 0.14% 117
2026
Q1 		$2.09M Sell
74,361
-2,221
-3% -$59.1K 0.22% 90
2025
Q4 		$1.91M Sell
76,582
-937
-1% -$23.6K 0.2% 93
2025
Q3 		$1.98M Buy
77,519
+249
+0.3% +$6.15K 0.21% 90
2025
Q2 		$1.87M Sell
77,270
-1,122
-1% -$26.2K 0.25% 73
2025
Q1 		$1.99M Buy
78,392
+11,643
+17% +$305K 0.29% 67
2024
Q4 		$1.77M Buy
66,749
+5,683
+9% +$154K 0.27% 67
2024
Q3 		$1.77M Sell
61,066
-3,439
-5% -$100K 0.26% 70
2024
Q2 		$1.8M Sell
64,505
-1,292
-2% -$35.6K 0.27% 74
2024
Q1 		$1.83M Buy
65,797
+3,938
+6% +$109K 0.26% 84
2023
Q4 		$1.78M Sell
61,859
-4,725
-7% -$143K 0.26% 85
2023
Q3 		$2.21M Sell
66,584
-13,293
-17% -$470K 0.37% 66
2023
Q2 		$2.93M Buy
79,877
+19,642
+33% +$765K 0.5% 46
2023
Q1 		$2.25M Buy
60,235
+18,474
+44% +$798K 0.47% 53
2022
Q4 		$1.88M Buy
41,761
+5,473
+15% +$262K 0.43% 57
2022
Q3 		$1.59M Sell
36,288
-5,591
-13% -$272K 0.42% 50
2022
Q2 		$2.2M Buy
41,879
+3,097
+8% +$158K 0.47% 46
2022
Q1 		$2.01M Buy
38,782
+5,586
+17% +$290K 0.36% 55
2021
Q4 		$1.96M Sell
33,196
-3,858
-10% -$191K 0.34% 58
2021
Q3 		$1.59M Buy
37,054
+13,288
+56% +$589K 0.29% 79
2021
Q2 		$1.1M Buy
23,766
+553
+2% +$21.5K 0.26% 87
2021
Q1 		$893K Buy
23,213
+9,951
+75% +$353K 0.23% 97
2020
Q4 		$488K Buy
13,262
+31
+0.2% +$1.14K 0.22% 94
2020
Q3 		$485K Sell
13,231
-5,720
-30% -$201K 0.24% 92
2020
Q2 		$686K Buy
+18,951
New +$644K 0.26% 84

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

Intrua Financial's PFE Position: Q2 2026 in Review

Intrua Financial reduced its Pfizer (PFE) stake by 12% in Q2 2026, selling an estimated $241K and leaving 65,137 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #117.

Intrua Financial first reported a position in PFE in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.93M in Q2 2023. 1,190 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Intrua Financial held 65,137 shares of Pfizer worth $1.57M as of Q2 2026.
  • Intrua Financial sold 9,224 Pfizer shares in Q2 2026, an estimated $241K.
  • Pfizer made up 0.14% of Intrua Financial's portfolio in Q2 2026, its #117 holding.
  • Intrua Financial first reported a position in Pfizer in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Pfizer position peaked at $2.93M in Q2 2023.
  • 1,190 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.