Next Level Private’s Pfizer PFE Stock Holding History

Next Level Private’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	$1.67M	Sell	69,305 -17,862	-20%	-$467K	0.33%	59
2026 Q1	$2.45M	Buy	87,167 +24,966	+40%	+$665K	0.55%	42
2025 Q4	$1.55M	Buy	62,201 +1,804	+3%	+$45.5K	0.41%	53
2025 Q3	$1.6M	Buy	60,397 +266	+0.4%	+$6.57K	0.46%	50
2025 Q2	$1.46M	Buy	60,131 +3,254	+6%	+$75.9K	0.47%	49
2025 Q1	$1.44M	Buy	56,877 +13,543	+31%	+$354K	0.54%	46
2024 Q4	$1.15M	Sell	43,334 -14,844	-26%	-$403K	0.46%	48
2024 Q3	$1.68M	Buy	58,178 +4,234	+8%	+$124K	0.69%	37
2024 Q2	$1.51M	Buy	53,944 +265	+0.5%	+$7.3K	0.69%	41
2024 Q1	$1.49M	Sell	53,679 -93	-0.2%	-$2.58K	0.68%	40
2023 Q4	$1.55M	Buy	53,772 +6,214	+13%	+$188K	0.88%	32
2023 Q3	$1.61M	Buy	47,558 +72	+0.2%	+$2.55K	1.07%	27
2023 Q2	$1.69M	Buy	47,486 +67	+0.1%	+$2.61K	1.1%	25
2023 Q1	$1.93M	Sell	47,419 -3	-0%	-$130	1.52%	21
2022 Q4	$2.29M	Sell	47,422 -224	-0.5%	-$10.7K	1.69%	17
2022 Q3	$2.1M	Buy	47,646 +7,889	+20%	+$383K	1.85%	16
2022 Q2	$2.08M	Sell	39,757 -8,003	-17%	-$408K	0.8%	27
2022 Q1	$2.47M	Buy	47,760 +350	+0.7%	+$18.2K	2%	12
2021 Q4	$2.8M	Buy	+47,410	New	+$2.35M	2.35%	11

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Next Level Private's PFE Position: Q2 2026 in Review

Next Level Private reduced its Pfizer (PFE) stake by 20% in Q2 2026, selling an estimated $467K and leaving 69,305 shares worth $1.67M. The position accounts for 0.33% of the portfolio, ranked #59.

Next Level Private first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.8M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Next Level Private held 69,305 shares of Pfizer worth $1.67M as of Q2 2026.
Next Level Private sold 17,862 Pfizer shares in Q2 2026, an estimated $467K.
Pfizer made up 0.33% of Next Level Private's portfolio in Q2 2026, its #59 holding.
Next Level Private first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
Next Level Private's Pfizer position peaked at $2.8M in Q4 2021.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.