Optivise Advisory Services
PFE icon

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
Q3 		$281K Sell
9,844
-665
-6% -$17.7K 0.14% 172
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 $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Optivise Advisory Services's PFE Position: Q3 2026 in Review

Optivise Advisory Services reduced its Pfizer (PFE) stake by 6.3% in Q3 2026, selling an estimated $17.7K and leaving 9,844 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #172.

Optivise Advisory Services first reported a position in PFE in Q4 2025 and has held it in 4 quarters since. 987 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Optivise Advisory Services held 9,844 shares of Pfizer worth $281K as of Q3 2026.
  • Optivise Advisory Services sold 665 Pfizer shares in Q3 2026, an estimated $17.7K.
  • Pfizer made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #172 holding.
  • Optivise Advisory Services first reported a position in Pfizer in Q4 2025 and has held it in 4 quarters since.
  • 987 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.