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Optas LLC’s Pfizer PFE Stock Holding History

Optas LLC’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 		$289K Sell
11,997
-1,845
-13% -$48.3K 0.04% 333
2026
Q1 		$389K Buy
13,842
+4,095
+42% +$109K 0.06% 224
2025
Q4 		$243K Buy
+9,747
New +$246K 0.04% 369
2024
Q4 		– Sell
-9,824
Closed -$284K – 291
2024
Q3 		$284K Buy
9,824
+539
+6% +$15.7K 0.07% 178
2024
Q2 		$260K Sell
9,285
-759
-8% -$20.9K 0.07% 162
2024
Q1 		$279K Buy
10,044
+2,043
+26% +$56.7K 0.08% 152
2023
Q4 		$230K Sell
8,001
-1,522
-16% -$46K 0.07% 164
2023
Q3 		$316K Sell
9,523
-1,080
-10% -$38.2K 0.11% 113
2023
Q2 		$389K Buy
10,603
+76
+0.7% +$2.96K 0.13% 102
2023
Q1 		$430K Buy
10,527
+792
+8% +$34.2K 0.15% 94
2022
Q4 		$499K Buy
9,735
+334
+4% +$16K 0.21% 78
2022
Q3 		$412K Buy
9,401
+374
+4% +$18.2K 0.18% 81
2022
Q2 		$474K Buy
9,027
+949
+12% +$48.4K 0.19% 77
2022
Q1 		$418K Sell
8,078
-417
-5% -$21.6K 0.14% 95
2021
Q4 		$502K Buy
8,495
+69
+0.8% +$3.42K 0.14% 96
2021
Q3 		$362K Sell
8,426
-756
-8% -$33.5K 0.11% 108
2021
Q2 		$360K Buy
9,182
+131
+1% +$5.09K 0.1% 108
2021
Q1 		$328K Sell
9,051
-19
-0.2% -$675 0.1% 105
2020
Q4 		$334K Sell
9,070
-8,785
-49% -$322K 0.11% 101
2020
Q3 		$622K Buy
17,855
+6,578
+58% +$231K 0.19% 80
2020
Q2 		$350K Sell
11,277
-9,115
-45% -$310K 0.14% 85
2020
Q1 		$632K Buy
20,392
+10,455
+105% +$356K 0.31% 44
2019
Q4 		$369K Buy
+9,937
New +$354K 0.14% 98

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Optas LLC's PFE Position: Q2 2026 in Review

Optas LLC reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $48.3K and leaving 11,997 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #333.

Optas LLC first reported a position in PFE in Q4 2019 and has held it in 23 quarters since. The position peaked at $632K in Q1 2020. 823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Optas LLC held 11,997 shares of Pfizer worth $289K as of Q2 2026.
  • Optas LLC sold 1,845 Pfizer shares in Q2 2026, an estimated $48.3K.
  • Pfizer made up 0.04% of Optas LLC's portfolio in Q2 2026, its #333 holding.
  • Optas LLC first reported a position in Pfizer in Q4 2019 and has held it in 23 quarters since.
  • Optas LLC's Pfizer position peaked at $632K in Q1 2020.
  • 823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.