Koss-Olinger Consulting’s Pfizer PFE Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-35,567	Closed	-$999K	–	229
2026 Q1	$999K	Sell	35,567 -1,583	-4%	-$42.1K	0.08%	93
2025 Q4	$925K	Sell	37,150 -41,718	-53%	-$1.05M	0.07%	100
2025 Q3	$1.91M	Sell	78,868 -78	-0.1%	-$1.93K	0.16%	78
2025 Q2	$1.91M	Sell	78,946 -5,024	-6%	-$117K	0.16%	78
2025 Q1	$2.13M	Buy	83,970 +3,569	+4%	+$93.4K	0.18%	63
2024 Q4	$2.13M	Buy	80,401 +2,020	+3%	+$54.8K	0.19%	62
2024 Q3	$2.27M	Buy	78,381 +1,599	+2%	+$46.6K	0.2%	67
2024 Q2	$2.15M	Buy	+76,782	New	+$2.11M	0.2%	66
2024 Q1	–	Sell	-47,205	Closed	-$1.36M	–	223
2023 Q4	$1.36M	Buy	47,205 +34,074	+259%	+$1.03M	0.13%	86
2023 Q3	$436K	Buy	+13,131	New	+$464K	0.06%	139
2022 Q3	–	Sell	-4,482	Closed	-$235K	–	233
2022 Q2	$235K	Sell	4,482 -1,712	-28%	-$87.2K	0.04%	149
2022 Q1	$321K	Sell	6,194 -1,680	-21%	-$87.2K	0.05%	143
2021 Q4	$465K	Sell	7,874 -1,911	-20%	-$94.7K	0.07%	117
2021 Q3	$421K	Sell	9,785 -1,802	-16%	-$79.8K	0.07%	131
2021 Q2	$454K	Sell	11,587 -991	-8%	-$38.5K	0.07%	144
2021 Q1	$456K	Buy	+12,578	New	+$447K	0.08%	136

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Koss-Olinger Consulting's PFE Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Pfizer (PFE) in Q2 2026, closing a stake of 35,567 shares — an estimated $999K sold.

Koss-Olinger Consulting first reported a position in PFE in Q1 2021 and held it in 16 quarters. The position peaked at $2.27M in Q3 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Koss-Olinger Consulting reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 35,567 Pfizer shares in Q2 2026, an estimated $999K.
Koss-Olinger Consulting first reported a position in Pfizer in Q1 2021 and held it in 16 quarters.
Koss-Olinger Consulting's Pfizer position peaked at $2.27M in Q3 2024.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.