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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Olistico Wealth's PFE Position: Q2 2026 in Review

Olistico Wealth held its Pfizer (PFE) position steady in Q2 2026 at 13,050 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #89.

Olistico Wealth first reported a position in PFE in Q2 2023 and has held it in 9 quarters since. The position peaked at $366K in Q1 2026. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Olistico Wealth held 13,050 shares of Pfizer worth $314K as of Q2 2026.
Olistico Wealth left its Pfizer share count unchanged in Q2 2026.
Pfizer made up 0.13% of Olistico Wealth's portfolio in Q2 2026, its #89 holding.
Olistico Wealth first reported a position in Pfizer in Q2 2023 and has held it in 9 quarters since.
Olistico Wealth's Pfizer position peaked at $366K in Q1 2026.
491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.