Morningstar Investment Management’s Pfizer PFE Stock Holding History

Morningstar Investment 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	$7.72M	Hold	274,915	–	–	0.48%	40
2026 Q1	$7.72M	Buy	274,915 +17,033	+7%	+$453K	0.48%	40
2025 Q4	$6.42M	Sell	257,882 -68,676	-21%	-$1.73M	0.38%	55
2025 Q3	$8.32M	Buy	326,558 +269,476	+472%	+$6.65M	0.31%	79
2025 Q2	$1.38M	Buy	57,082 +9,270	+19%	+$216K	0.12%	51
2025 Q1	$1.21M	Buy	47,812 +9,207	+24%	+$241K	0.1%	49
2024 Q4	$1.02M	Buy	38,605 +2,184	+6%	+$59.2K	0.08%	69
2024 Q3	$1.06M	Sell	36,421 -1,765	-5%	-$51.5K	0.1%	85
2024 Q2	$1.07M	Buy	38,186 +1,170	+3%	+$32.2K	0.11%	77
2024 Q1	$1.03M	Hold	37,016	–	–	0.11%	79
2023 Q4	$1.07M	Buy	37,016 +1,710	+5%	+$51.7K	0.12%	79
2023 Q3	$1.17M	Buy	35,306 +2,535	+8%	+$89.6K	0.16%	50
2023 Q2	$1.2M	Buy	32,771 +19,685	+150%	+$766K	0.16%	49
2023 Q1	$534K	Buy	13,086 +2,088	+19%	+$90.2K	0.08%	55
2022 Q4	$564K	Buy	+10,998	New	+$527K	0.1%	53

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morningstar Investment Management's PFE Position: Q2 2026 in Review

Morningstar Investment Management held its Pfizer (PFE) position steady in Q2 2026 at 274,915 shares worth $7.72M. The position accounts for 0.48% of the portfolio, ranked #40.

Morningstar Investment Management first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.32M in Q3 2025. 1,179 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Morningstar Investment Management held 274,915 shares of Pfizer worth $7.72M as of Q2 2026.
Morningstar Investment Management left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.48% of Morningstar Investment Management's portfolio in Q2 2026, its #40 holding.
Morningstar Investment Management first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
Morningstar Investment Management's Pfizer position peaked at $8.32M in Q3 2025.
1,179 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.