Magnus Financial Group’s Pfizer PFE Stock Holding History

Magnus Financial Group’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	$757K	Buy	31,451 +511	+2%	+$13.4K	0.05%	190
2026 Q1	$869K	Sell	30,940 -10,128	-25%	-$270K	0.07%	164
2025 Q4	$1.02M	Buy	41,068 +10,961	+36%	+$276K	0.08%	171
2025 Q3	$767K	Sell	30,107 -6,128	-17%	-$151K	0.06%	192
2025 Q2	$878K	Sell	36,235 -6,499	-15%	-$152K	0.08%	171
2025 Q1	$1.08M	Buy	42,734 +548	+1%	+$14.3K	0.1%	148
2024 Q4	$1.12M	Sell	42,186 -1,890	-4%	-$51.3K	0.11%	144
2024 Q3	$1.28M	Buy	44,076 +5,320	+14%	+$155K	0.13%	121
2024 Q2	$1.08M	Buy	38,756 +7,169	+23%	+$197K	0.12%	127
2024 Q1	$877K	Buy	31,587 +7,136	+29%	+$198K	0.1%	141
2023 Q4	$704K	Sell	24,451 -1,713	-7%	-$51.8K	0.09%	151
2023 Q3	$868K	Sell	26,164 -3,108	-11%	-$110K	0.13%	123
2023 Q2	$1.07M	Buy	29,272 +73	+0.3%	+$2.84K	0.15%	104
2023 Q1	$1.19M	Buy	29,199 +5,536	+23%	+$239K	0.18%	95
2022 Q4	$1.21M	Sell	23,663 -433	-2%	-$20.8K	0.2%	90
2022 Q3	$1.05M	Buy	24,096 +3,036	+14%	+$148K	0.2%	89
2022 Q2	$1.1M	Buy	21,060 +854	+4%	+$43.5K	0.2%	85
2022 Q1	$1.05M	Buy	20,206 +5,904	+41%	+$306K	0.17%	99
2021 Q4	$845K	Buy	14,302 +293	+2%	+$14.5K	0.16%	100
2021 Q3	$603K	Sell	14,009 -267	-2%	-$11.8K	0.13%	110
2021 Q2	$559K	Buy	14,276 +71	+0.5%	+$2.76K	0.12%	111
2021 Q1	$515K	Sell	14,205 -21,019	-60%	-$746K	0.12%	103
2020 Q4	$1.3M	Buy	35,224 +1,678	+5%	+$61.5K	0.13%	64
2020 Q3	$1.17M	Sell	33,546 -13,256	-28%	-$465K	0.14%	62
2020 Q2	$1.45M	Sell	46,802 -5,528	-11%	-$188K	0.16%	55
2020 Q1	$1.62M	Buy	52,330 +20,693	+65%	+$705K	0.22%	49
2019 Q4	$1.18M	Buy	31,637 +1,035	+3%	+$36.9K	0.17%	65
2019 Q3	$1.04M	Sell	30,602 -450	-1%	-$16.4K	0.2%	60
2019 Q2	$1.28M	Sell	31,052 -518	-2%	-$20.6K	0.25%	53
2019 Q1	$1.27M	Sell	31,570 -277	-0.9%	-$11.1K	0.26%	49
2018 Q4	$1.32M	Buy	+31,847	New	+$1.32M	0.35%	37

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Magnus Financial Group's PFE Position: Q2 2026 in Review

Magnus Financial Group increased its Pfizer (PFE) stake by 1.7% in Q2 2026, buying an estimated $13.4K and bringing the position to 31,451 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #190.

Magnus Financial Group first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.62M in Q1 2020. 858 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Magnus Financial Group held 31,451 shares of Pfizer worth $757K as of Q2 2026.
Magnus Financial Group bought 511 Pfizer shares in Q2 2026, an estimated $13.4K.
Pfizer made up 0.05% of Magnus Financial Group's portfolio in Q2 2026, its #190 holding.
Magnus Financial Group first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
Magnus Financial Group's Pfizer position peaked at $1.62M in Q1 2020.
858 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.