New Covenant Trust Company’s Pfizer PFE Stock Holding History

New Covenant Trust Company’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	$238K	Buy	9,883 +752	+8%	+$19.7K	0.18%	92
2026 Q1	$256K	Buy	9,131 +1,133	+14%	+$30.2K	0.23%	76
2025 Q4	$201K	Buy	+7,998	New	+$202K	0.18%	90
2025 Q2	–	Sell	-8,047	Closed	-$203K	–	89
2025 Q1	$203K	Sell	8,047 -113	-1%	-$2.96K	0.21%	86
2024 Q4	$216K	Sell	8,160 -834	-9%	-$22.6K	0.21%	81
2024 Q3	$262K	Buy	8,994 +1,261	+16%	+$36.8K	0.25%	70
2024 Q2	$232K	Sell	7,733 -208	-3%	-$5.73K	0.27%	67
2024 Q1	$220K	Buy	+7,941	New	+$220K	0.22%	72

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New Covenant Trust Company's PFE Position: Q2 2026 in Review

New Covenant Trust Company increased its Pfizer (PFE) stake by 8.2% in Q2 2026, buying an estimated $19.7K and bringing the position to 9,883 shares worth $238K. The position accounts for 0.18% of the portfolio, ranked #92.

New Covenant Trust Company first reported a position in PFE in Q1 2024 and has held it in 8 quarters since. The position peaked at $262K in Q3 2024. 1,253 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

New Covenant Trust Company held 9,883 shares of Pfizer worth $238K as of Q2 2026.
New Covenant Trust Company bought 752 Pfizer shares in Q2 2026, an estimated $19.7K.
Pfizer made up 0.18% of New Covenant Trust Company's portfolio in Q2 2026, its #92 holding.
New Covenant Trust Company first reported a position in Pfizer in Q1 2024 and has held it in 8 quarters since.
New Covenant Trust Company's Pfizer position peaked at $262K in Q3 2024.
1,253 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.