Marquette Asset Management’s Pfizer PFE Stock Holding History

Marquette Asset 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	$20K	Sell	832 -30	-3%	-$785	﹤0.01%	235
2026 Q1	$24.2K	Buy	862 +30	+4%	+$799	﹤0.01%	143
2025 Q4	$20.7K	Sell	832 -6,986	-89%	-$176K	﹤0.01%	153
2025 Q3	$199K	Buy	+7,818	New	+$193K	0.03%	58
2020 Q3	–	Sell	-602	Closed	-$19K	–	232
2020 Q2	$19K	Buy	+602	New	+$20.5K	0.01%	199
2020 Q1	–	Sell	-550	Closed	-$20K	–	268
2019 Q4	$20K	Hold	550	–	–	0.01%	185
2019 Q3	$19K	Hold	550	–	–	0.01%	209
2019 Q2	$23K	Hold	550	–	–	0.01%	190
2019 Q1	$22K	Buy	+550	New	+$22K	0.01%	194

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

Marquette Asset Management's PFE Position: Q2 2026 in Review

Marquette Asset Management reduced its Pfizer (PFE) stake by 3.5% in Q2 2026, selling an estimated $785 and leaving 832 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Marquette Asset Management first reported a position in PFE in Q1 2019 and has held it in 9 quarters since. The position peaked at $199K in Q3 2025. 1,091 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Marquette Asset Management held 832 shares of Pfizer worth $20K as of Q2 2026.
Marquette Asset Management sold 30 Pfizer shares in Q2 2026, an estimated $785.
Pfizer made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #235 holding.
Marquette Asset Management first reported a position in Pfizer in Q1 2019 and has held it in 9 quarters since.
Marquette Asset Management's Pfizer position peaked at $199K in Q3 2025.
1,091 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.