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PFE icon

InvesTrust’s Pfizer PFE Stock Holding History

InvesTrust’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 		$1.58M Sell
65,679
-1,370
-2% -$35.8K 0.61% 53
2026
Q1 		$1.88M Buy
67,049
+205
+0.3% +$5.46K 0.79% 50
2025
Q4 		$1.66M Sell
66,844
-9,922
-13% -$250K 0.64% 51
2025
Q3 		$1.96M Buy
76,766
+1,953
+3% +$48.2K 0.72% 49
2025
Q2 		$1.81M Sell
74,813
-131,894
-64% -$3.08M 0.7% 50
2025
Q1 		$5.24M Buy
206,707
+8,731
+4% +$228K 1.43% 38
2024
Q4 		$5.25M Buy
+197,976
New +$5.37M 1.46% 38

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

InvesTrust's PFE Position: Q2 2026 in Review

InvesTrust reduced its Pfizer (PFE) stake by 2% in Q2 2026, selling an estimated $35.8K and leaving 65,679 shares worth $1.58M. The position accounts for 0.61% of the portfolio, ranked #53.

InvesTrust first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.25M in Q4 2024. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • InvesTrust held 65,679 shares of Pfizer worth $1.58M as of Q2 2026.
  • InvesTrust sold 1,370 Pfizer shares in Q2 2026, an estimated $35.8K.
  • Pfizer made up 0.61% of InvesTrust's portfolio in Q2 2026, its #53 holding.
  • InvesTrust first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Pfizer position peaked at $5.25M in Q4 2024.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.