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Merit Financial Group’s Pfizer PFE Stock Holding History

Merit 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 		$6.55M Buy
272,103
+20,637
+8% +$540K 0.04% 358
2026
Q1 		$7.06M Buy
251,466
+9,814
+4% +$261K 0.05% 308
2025
Q4 		$6.02M Buy
241,652
+20,085
+9% +$506K 0.05% 316
2025
Q3 		$5.65M Buy
221,567
+13,718
+7% +$339K 0.05% 292
2025
Q2 		$5.04M Buy
207,849
+48,978
+31% +$1.14M 0.06% 276
2025
Q1 		$4.03M Buy
158,871
+30,904
+24% +$809K 0.06% 259
2024
Q4 		$3.39M Buy
127,967
+48,397
+61% +$1.31M 0.06% 251
2024
Q3 		$2.3M Sell
79,570
-7,635
-9% -$223K 0.05% 255
2024
Q2 		$2.44M Sell
87,205
-13,264
-13% -$365K 0.05% 241
2024
Q1 		$2.79M Buy
100,469
+24,431
+32% +$678K 0.07% 224
2023
Q4 		$2.19M Sell
76,038
-22,970
-23% -$694K 0.07% 190
2023
Q3 		$3.28M Sell
99,008
-1,469
-1% -$51.9K 0.11% 147
2023
Q2 		$3.69M Buy
100,477
+31,918
+47% +$1.24M 0.12% 129
2023
Q1 		$2.8M Sell
68,559
-4,378
-6% -$189K 0.1% 154
2022
Q4 		$3.74M Buy
72,937
+4,416
+6% +$212K 0.14% 117
2022
Q3 		$3M Sell
68,521
-5,667
-8% -$275K 0.13% 113
2022
Q2 		$3.89M Buy
74,188
+37,414
+102% +$1.91M 0.12% 108
2022
Q1 		$1.9M Buy
36,774
+8,444
+30% +$438K 0.11% 107
2021
Q4 		$1.67M Sell
28,330
-291
-1% -$14.4K 0.16% 67
2021
Q3 		$1.23M Buy
28,621
+2,323
+9% +$103K 0.13% 79
2021
Q2 		$1.03M Buy
26,298
+55
+0.2% +$2.14K 0.1% 96
2021
Q1 		$951K Buy
26,243
+2,734
+12% +$97.1K 0.1% 96
2020
Q4 		$865K Sell
23,509
-1,297
-5% -$47.6K 0.08% 94
2020
Q3 		$864K Buy
24,806
+8,289
+50% +$291K 0.08% 98
2020
Q2 		$512K Buy
16,517
+2,862
+21% +$97.2K 0.05% 127
2020
Q1 		$423K Buy
13,655
+651
+5% +$22.2K 0.05% 138
2019
Q4 		$483K Buy
+13,004
New +$463K 0.04% 146

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Merit Financial Group increased its Pfizer (PFE) stake by 8.2% in Q2 2026, buying an estimated $540K and bringing the position to 272,103 shares worth $6.55M. The position accounts for 0.04% of the portfolio, ranked #358.

Merit Financial Group first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.06M in Q1 2026. 557 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Merit Financial Group held 272,103 shares of Pfizer worth $6.55M as of Q2 2026.
  • Merit Financial Group bought 20,637 Pfizer shares in Q2 2026, an estimated $540K.
  • Pfizer made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #358 holding.
  • Merit Financial Group first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's Pfizer position peaked at $7.06M in Q1 2026.
  • 557 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.