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Perpetual Ltd’s Pfizer PFE Stock Holding History

Perpetual Ltd’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 		$3.24M Sell
134,576
-226
-0.2% -$5.91K 0.05% 142
2026
Q1 		$3.79M Buy
134,802
+4,750
+4% +$126K 0.06% 127
2025
Q4 		$3.24M Buy
130,052
+18,660
+17% +$471K 0.05% 146
2025
Q3 		$2.84M Sell
111,392
-25,064
-18% -$619K 0.04% 168
2025
Q2 		$3.31M Sell
136,456
-308
-0.2% -$7.18K 0.04% 160
2025
Q1 		$3.47M Buy
136,764
+13,060
+11% +$342K 0.04% 159
2024
Q4 		$3.28M Buy
123,704
+29,692
+32% +$805K 0.04% 158
2024
Q3 		$2.72M Sell
94,012
-674
-0.7% -$19.7K 0.03% 165
2024
Q2 		$2.65M Buy
94,686
+26,349
+39% +$725K 0.03% 187
2024
Q1 		$1.9M Sell
68,337
-118
-0.2% -$3.27K 0.02% 221
2023
Q4 		$1.97M Sell
68,455
-41,777
-38% -$1.26M 0.02% 207
2023
Q3 		$3.66M Buy
110,232
+52,074
+90% +$1.84M 0.04% 176
2023
Q2 		$2.13M Sell
58,158
-88,179
-60% -$3.43M 0.02% 236
2023
Q1 		$5.97M Buy
+146,337
New +$6.32M 0.05% 178
2020
Q3 		$2.4M Hold
68,956
– – 0.17% 156
2020
Q2 		$2.14M Buy
+68,956
New +$2.34M 0.2% 109
2020
Q1 		– Sell
-68,956
Closed -$2.56M – 236
2019
Q4 		$2.56M Hold
68,956
– – 0.38% 50
2019
Q3 		$2.35M Buy
68,956
+3,689
+6% +$134K 0.36% 55
2019
Q2 		$2.68M Sell
65,267
-12,753
-16% -$506K 0.43% 47
2019
Q1 		$3.14M Hold
78,020
– – 0.45% 46
2018
Q4 		$3.18M Hold
78,020
– – 0.48% 41
2018
Q3 		$3.26M Sell
78,020
-12,859
-14% -$495K 0.44% 49
2018
Q2 		$3.13M Buy
90,879
+5,059
+6% +$173K 0.38% 54
2018
Q1 		$2.89M Sell
85,820
-1,475
-2% -$50.7K 0.39% 46
2017
Q4 		$3.02M Sell
87,295
-949
-1% -$32.4K 0.39% 51
2017
Q3 		$3.05M Hold
88,244
– – 0.43% 49
2017
Q2 		$2.81M Buy
88,244
+4,427
+5% +$140K 0.22% 122
2017
Q1 		$2.71M Buy
+83,817
New +$2.64M 0.27% 82
2016
Q4 		– Sell
-64,002
Closed -$2.06M – 201
2016
Q3 		$2.06M Sell
64,002
-106,154
-62% -$3.55M 0.17% 131
2016
Q2 		$5.68M Sell
170,156
-2,635
-2% -$84.1K 0.57% 56
2016
Q1 		$4.86M Hold
172,791
– – 0.49% 63
2015
Q4 		$5.29M Buy
172,791
+26,350
+18% +$829K 0.59% 53
2015
Q3 		$4.36M Sell
146,441
-18,972
-11% -$608K 0.52% 53
2015
Q2 		$5.26M Sell
165,413
-5,270
-3% -$172K 0.6% 47
2015
Q1 		$5.63M Sell
170,683
-25,928
-13% -$824K 0.63% 42
2014
Q4 		$5.81M Buy
196,611
+8,748
+5% +$251K 0.68% 51
2014
Q3 		$5.27M Sell
187,863
-11,594
-6% -$325K 0.57% 56
2014
Q2 		$5.62M Buy
199,457
+36,363
+22% +$1.04M 0.5% 55
2014
Q1 		$4.97M Buy
163,094
+9,486
+6% +$283K 0.73% 49
2013
Q4 		$4.46M Sell
153,608
-41,077
-21% -$1.2M 0.59% 48
2013
Q3 		$5.3M Sell
194,685
-88,876
-31% -$2.42M 0.75% 42
2013
Q2 		$7.54M Buy
+283,561
New +$7.83M 1.13% 28

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Perpetual Ltd's PFE Position: Q2 2026 in Review

Perpetual Ltd reduced its Pfizer (PFE) stake by 0.17% in Q2 2026, selling an estimated $5.91K and leaving 134,576 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #142.

Perpetual Ltd first reported a position in PFE in Q2 2013 and has held it in 42 quarters since. The position peaked at $7.54M in Q2 2013. 1,106 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Perpetual Ltd held 134,576 shares of Pfizer worth $3.24M as of Q2 2026.
  • Perpetual Ltd sold 226 Pfizer shares in Q2 2026, an estimated $5.91K.
  • Pfizer made up 0.05% of Perpetual Ltd's portfolio in Q2 2026, its #142 holding.
  • Perpetual Ltd first reported a position in Pfizer in Q2 2013 and has held it in 42 quarters since.
  • Perpetual Ltd's Pfizer position peaked at $7.54M in Q2 2013.
  • 1,106 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.