Maia Wealth’s Pfizer PFE Stock Holding History

Maia Wealth’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	$237K	Buy	9,855 +584	+6%	+$15.3K	0.04%	324
2026 Q1	$260K	Buy	9,271 +246	+3%	+$6.55K	0.04%	308
2025 Q4	$248K	Sell	9,025 -1,163	-11%	-$29.3K	0.04%	302
2025 Q3	$248K	Buy	10,188 +214	+2%	+$5.28K	0.04%	306
2025 Q2	$242K	Buy	9,974 +760	+8%	+$17.7K	0.05%	285
2025 Q1	$204K	Buy	9,214 +1,528	+20%	+$40K	0.05%	283
2024 Q4	$206K	Sell	7,686 -4,851	-39%	-$132K	0.04%	287
2024 Q3	$359K	Sell	12,537 -257	-2%	-$7.5K	0.09%	177
2024 Q2	$372K	Buy	+12,794	New	+$352K	0.11%	142
2023 Q4	$249K	Buy	+8,654	New	+$262K	0.1%	160

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Maia Wealth's PFE Position: Q2 2026 in Review

Maia Wealth increased its Pfizer (PFE) stake by 6.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 9,855 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #324.

Maia Wealth first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $372K in Q2 2024. 1,090 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Maia Wealth held 9,855 shares of Pfizer worth $237K as of Q2 2026.
Maia Wealth bought 584 Pfizer shares in Q2 2026, an estimated $15.3K.
Pfizer made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #324 holding.
Maia Wealth first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Pfizer position peaked at $372K in Q2 2024.
1,090 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.