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McGlone Suttner Wealth Management’s Pfizer PFE Stock Holding History

McGlone Suttner Wealth 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 		$453K Buy
18,823
+1,630
+9% +$42.6K 0.05% 137
2026
Q1 		$483K Buy
17,193
+1,730
+11% +$46.1K 0.06% 128
2025
Q4 		$385K Sell
15,463
-6,703
-30% -$169K 0.05% 140
2025
Q3 		$565K Buy
22,166
+865
+4% +$21.4K 0.08% 108
2025
Q2 		$516K Buy
21,301
+1,278
+6% +$29.8K 0.08% 113
2025
Q1 		$507K Buy
20,023
+7,784
+64% +$204K 0.08% 113
2024
Q4 		$325K Sell
12,239
-3,139
-20% -$85.1K 0.05% 133
2024
Q3 		$445K Buy
15,378
+2,311
+18% +$67.4K 0.09% 108
2024
Q2 		$376K Sell
13,067
-1,234
-9% -$34K 0.08% 106
2024
Q1 		$397K Buy
14,301
+1,234
+9% +$34.2K 0.07% 111
2023
Q4 		$376K Sell
13,067
-321
-2% -$9.7K 0.07% 106
2023
Q3 		$444K Buy
13,388
+596
+5% +$21.1K 0.1% 80
2023
Q2 		$469K Buy
12,792
+591
+5% +$23K 0.11% 79
2023
Q1 		$498K Buy
12,201
+50
+0.4% +$2.16K 0.13% 72
2022
Q4 		$623K Buy
+12,151
New +$583K 0.2% 59

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McGlone Suttner Wealth Management's PFE Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Pfizer (PFE) stake by 9.5% in Q2 2026, buying an estimated $42.6K and bringing the position to 18,823 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #137.

McGlone Suttner Wealth Management first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $623K in Q4 2022. 1,157 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • McGlone Suttner Wealth Management held 18,823 shares of Pfizer worth $453K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 1,630 Pfizer shares in Q2 2026, an estimated $42.6K.
  • Pfizer made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #137 holding.
  • McGlone Suttner Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Pfizer position peaked at $623K in Q4 2022.
  • 1,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.