Joule Financial’s Pfizer PFE Stock Holding History

Joule 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	$883K	Buy	36,687 +355	+1%	+$9.29K	0.24%	44
2026 Q1	$1.02M	Buy	+36,332	New	+$967K	0.3%	38
2025 Q2	–	Sell	-8,435	Closed	-$214K	–	117
2025 Q1	$214K	Sell	8,435 -24	-0.3%	-$628	0.08%	97
2024 Q4	$224K	Sell	8,459 -602	-7%	-$16.3K	0.08%	98
2024 Q3	$262K	Sell	9,061 -4,570	-34%	-$133K	0.1%	91
2024 Q2	$381K	Sell	13,631 -149	-1%	-$4.1K	0.16%	73
2024 Q1	$382K	Sell	13,780 -801	-5%	-$22.2K	0.16%	71
2023 Q4	$420K	Sell	14,581 -1,226	-8%	-$37.1K	0.2%	66
2023 Q3	$524K	Sell	15,807 -841	-5%	-$29.7K	0.27%	51
2023 Q2	$611K	Buy	16,648 +1,581	+10%	+$61.5K	0.31%	42
2023 Q1	$615K	Sell	15,067 -13,721	-48%	-$593K	0.33%	39
2022 Q4	$1.48M	Buy	28,788 +2,154	+8%	+$103K	0.98%	21
2022 Q3	$1.17M	Buy	26,634 +1,086	+4%	+$52.8K	0.87%	23
2022 Q2	$1.34M	Buy	+25,548	New	+$1.3M	1.05%	20

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

Joule Financial's PFE Position: Q2 2026 in Review

Joule Financial increased its Pfizer (PFE) stake by 0.98% in Q2 2026, buying an estimated $9.29K and bringing the position to 36,687 shares worth $883K. The position accounts for 0.24% of the portfolio, ranked #44.

Joule Financial first reported a position in PFE in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q4 2022. 898 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Joule Financial held 36,687 shares of Pfizer worth $883K as of Q2 2026.
Joule Financial bought 355 Pfizer shares in Q2 2026, an estimated $9.29K.
Pfizer made up 0.24% of Joule Financial's portfolio in Q2 2026, its #44 holding.
Joule Financial first reported a position in Pfizer in Q2 2022 and has held it in 14 quarters since.
Joule Financial's Pfizer position peaked at $1.48M in Q4 2022.
898 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.