Optimas Capital’s Pfizer PFE Stock Holding History

Optimas 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	–	Sell	-170,700	Closed	-$4.79M	–	22
2026 Q1	$4.79M	Buy	+170,700	New	+$4.54M	10.76%	4
2025 Q4	–	Sell	-220,800	Closed	-$5.63M	–	33
2025 Q3	$5.63M	Buy	+220,800	New	+$5.45M	3.56%	12

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Optimas Capital's PFE Position: Q2 2026 in Review

Optimas Capital sold out of Pfizer (PFE) in Q2 2026, closing a stake of 170,700 shares — an estimated $4.79M sold.

Optimas Capital first reported a position in PFE in Q3 2025 and held it in 2 quarters. The position peaked at $5.63M in Q3 2025. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Optimas Capital reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Optimas Capital sold 170,700 Pfizer shares in Q2 2026, an estimated $4.79M.
Optimas Capital first reported a position in Pfizer in Q3 2025 and held it in 2 quarters.
Optimas Capital's Pfizer position peaked at $5.63M in Q3 2025.
2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Optimas Capital's 13F filing for Q2 2026, filed 3 Aug 2026.