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NEOS Investment Management’s Pfizer PFE Stock Holding History

NEOS 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 		$22.4M Buy
930,777
+110,950
+14% +$2.9M 0.08% 171
2026
Q1 		$23M Buy
819,827
+3,084
+0.4% +$82.1K 0.12% 138
2025
Q4 		$20.3M Buy
816,743
+135,726
+20% +$3.42M 0.12% 147
2025
Q3 		$17.4M Buy
681,017
+223,163
+49% +$5.51M 0.13% 140
2025
Q2 		$11.1M Buy
457,854
+23,924
+6% +$558K 0.14% 139
2025
Q1 		$11M Buy
433,930
+83,894
+24% +$2.2M 0.21% 96
2024
Q4 		$9.29M Buy
350,036
+84,536
+32% +$2.29M 0.22% 90
2024
Q3 		$7.68M Buy
265,500
+55,216
+26% +$1.61M 0.23% 85
2024
Q2 		$5.88M Buy
210,284
+67,728
+48% +$1.86M 0.24% 75
2024
Q1 		$3.96M Buy
142,556
+62,552
+78% +$1.74M 0.25% 80
2023
Q4 		$2.3M Buy
80,004
+20,651
+35% +$624K 0.22% 94
2023
Q3 		$1.97M Buy
+59,353
New +$2.1M 0.25% 82

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

NEOS Investment Management increased its Pfizer (PFE) stake by 14% in Q2 2026, buying an estimated $2.9M and bringing the position to 930,777 shares worth $22.4M. The position accounts for 0.08% of the portfolio, ranked #171.

NEOS Investment Management first reported a position in PFE in Q3 2023 and has held it in 12 quarters since. The position peaked at $23M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • NEOS Investment Management held 930,777 shares of Pfizer worth $22.4M as of Q2 2026.
  • NEOS Investment Management bought 110,950 Pfizer shares in Q2 2026, an estimated $2.9M.
  • Pfizer made up 0.08% of NEOS Investment Management's portfolio in Q2 2026, its #171 holding.
  • NEOS Investment Management first reported a position in Pfizer in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Pfizer position peaked at $23M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.