Olistico Wealth’s Pfizer PFE Stock Holding History

Olistico Wealth’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	$372K	Hold	13,050	–	–	0.16%	79
2026 Q2	$314K	Hold	13,050	–	–	0.13%	89
2026 Q1	$366K	Buy	13,050 +12,500	+2,273%	+$333K	0.18%	74
2025 Q4	$13.7K	Buy	+550	New	+$13.9K	0.01%	238
2025 Q3	–	Sell	-650	Closed	-$15.8K	–	269
2025 Q2	$15.8K	Sell	650 -7,460	-92%	-$174K	0.01%	242
2025 Q1	$206K	Buy	8,110 +7,610	+1,522%	+$199K	0.13%	97
2024 Q4	$13.3K	Hold	500	–	–	0.01%	230
2024 Q3	$14.5K	Sell	500 -396	-44%	-$11.6K	0.01%	227
2024 Q2	$25.1K	Buy	+896	New	+$24.7K	0.02%	202
2023 Q3	–	Sell	-6,385	Closed	-$234K	–	109
2023 Q2	$234K	Buy	+6,385	New	+$249K	0.2%	101

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Olistico Wealth's PFE Position: Q3 2026 in Review

Olistico Wealth held its Pfizer (PFE) position steady in Q3 2026 at 13,050 shares worth $372K. The position accounts for 0.16% of the portfolio, ranked #79.

Olistico Wealth first reported a position in PFE in Q2 2023 and has held it in 10 quarters since. 718 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Olistico Wealth held 13,050 shares of Pfizer worth $372K as of Q3 2026.
Olistico Wealth left its Pfizer share count unchanged in Q3 2026.
Pfizer made up 0.16% of Olistico Wealth's portfolio in Q3 2026, its #79 holding.
Olistico Wealth first reported a position in Pfizer in Q2 2023 and has held it in 10 quarters since.
718 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.