Next Level Private
PFE icon

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
Q3 		$1.96M Sell
68,762
-543
-0.8% -$14.4K 0.38% 54
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% +$6.56K 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Next Level Private's PFE Position: Q3 2026 in Review

Next Level Private reduced its Pfizer (PFE) stake by 0.78% in Q3 2026, selling an estimated $14.4K and leaving 68,762 shares worth $1.96M. The position accounts for 0.38% of the portfolio, ranked #54.

Next Level Private first reported a position in PFE in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.8M in Q4 2021. 1,365 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Next Level Private held 68,762 shares of Pfizer worth $1.96M as of Q3 2026.
  • Next Level Private sold 543 Pfizer shares in Q3 2026, an estimated $14.4K.
  • Pfizer made up 0.38% of Next Level Private's portfolio in Q3 2026, its #54 holding.
  • Next Level Private first reported a position in Pfizer in Q4 2021 and has held it in 20 quarters since.
  • Next Level Private's Pfizer position peaked at $2.8M in Q4 2021.
  • 1,365 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.