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Optivise Advisory Services’s Pfizer PFE Stock Holding History

Optivise Advisory Services’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 		$253K Buy
10,509
+2,162
+26% +$56.6K 0.13% 177
2026
Q1 		$234K Sell
8,347
-1,169
-12% -$31.1K 0.14% 162
2025
Q4 		$237K Buy
+9,516
New +$240K 0.14% 167

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

Optivise Advisory Services's PFE Position: Q2 2026 in Review

Optivise Advisory Services increased its Pfizer (PFE) stake by 26% in Q2 2026, buying an estimated $56.6K and bringing the position to 10,509 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #177.

Optivise Advisory Services first reported a position in PFE in Q4 2025 and has held it in 3 quarters since. 949 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Optivise Advisory Services held 10,509 shares of Pfizer worth $253K as of Q2 2026.
  • Optivise Advisory Services bought 2,162 Pfizer shares in Q2 2026, an estimated $56.6K.
  • Pfizer made up 0.13% of Optivise Advisory Services's portfolio in Q2 2026, its #177 holding.
  • Optivise Advisory Services first reported a position in Pfizer in Q4 2025 and has held it in 3 quarters since.
  • 949 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.