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Optima Capital’s Pfizer PFE Stock Holding History

Optima Capital’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 		$215K Sell
8,941
-245
-3% -$6.41K 0.09% 155
2026
Q1 		$258K Sell
9,186
-1,181
-11% -$31.4K 0.12% 136
2025
Q4 		$258K Sell
10,367
-160
-2% -$4.04K 0.11% 134
2025
Q3 		$268K Sell
10,527
-1,407
-12% -$34.7K 0.13% 129
2025
Q2 		$289K Buy
11,934
+842
+8% +$19.6K 0.16% 130
2025
Q1 		$281K Sell
11,092
-270
-2% -$7.07K 0.18% 111
2024
Q4 		$301K Buy
+11,362
New +$308K 0.21% 119

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Optima Capital's PFE Position: Q2 2026 in Review

Optima Capital reduced its Pfizer (PFE) stake by 2.7% in Q2 2026, selling an estimated $6.41K and leaving 8,941 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #155.

Optima Capital first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q4 2024. 902 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Optima Capital held 8,941 shares of Pfizer worth $215K as of Q2 2026.
  • Optima Capital sold 245 Pfizer shares in Q2 2026, an estimated $6.41K.
  • Pfizer made up 0.09% of Optima Capital's portfolio in Q2 2026, its #155 holding.
  • Optima Capital first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Pfizer position peaked at $301K in Q4 2024.
  • 902 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.