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Kestra Investment Management’s Pfizer PFE Stock Holding History

Kestra Investment Management’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 		$2.62M Buy
108,921
+7,054
+7% +$185K 0.05% 115
2026
Q1 		$2.86M Buy
+101,867
New +$2.71M 0.05% 99
2025
Q3 		– Sell
-63,789
Closed -$1.55M – 663
2025
Q2 		$1.55M Sell
63,789
-17,501
-22% -$408K 0.05% 134
2025
Q1 		$2.06M Buy
81,290
+22,619
+39% +$592K 0.06% 95
2024
Q4 		$1.56M Sell
58,671
-4,859
-8% -$132K 0.06% 101
2024
Q3 		$1.84M Buy
+63,530
New +$1.85M 0.08% 81

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kestra Investment Management's PFE Position: Q2 2026 in Review

Kestra Investment Management increased its Pfizer (PFE) stake by 6.9% in Q2 2026, buying an estimated $185K and bringing the position to 108,921 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #115.

Kestra Investment Management first reported a position in PFE in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.86M in Q1 2026. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Kestra Investment Management held 108,921 shares of Pfizer worth $2.62M as of Q2 2026.
  • Kestra Investment Management bought 7,054 Pfizer shares in Q2 2026, an estimated $185K.
  • Pfizer made up 0.05% of Kestra Investment Management's portfolio in Q2 2026, its #115 holding.
  • Kestra Investment Management first reported a position in Pfizer in Q3 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's Pfizer position peaked at $2.86M in Q1 2026.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.