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Persium Advisors’s Pfizer PFE Stock Holding History

Persium Advisors’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 		$1.13M Buy
39,718
+2,121
+6% +$56.4K 0.59% 22
2026
Q2 		$905K Buy
37,597
+3,720
+11% +$97.3K 0.59% 37
2026
Q1 		$951K Buy
33,877
+2,194
+7% +$58.4K 0.75% 18
2025
Q4 		$789K Buy
31,683
+1,617
+5% +$40.8K 0.57% 29
2025
Q3 		$766K Buy
30,066
+2,943
+11% +$72.6K 0.57% 30
2025
Q2 		$657K Buy
27,123
+7,589
+39% +$177K 0.54% 33
2025
Q1 		$495K Buy
+19,534
New +$511K 0.47% 42

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Persium Advisors's PFE Position: Q3 2026 in Review

Persium Advisors increased its Pfizer (PFE) stake by 5.6% in Q3 2026, buying an estimated $56.4K and bringing the position to 39,718 shares worth $1.13M. The position accounts for 0.59% of the portfolio, ranked #22.

Persium Advisors first reported a position in PFE in Q1 2025 and has held it in 7 quarters since. 551 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Persium Advisors held 39,718 shares of Pfizer worth $1.13M as of Q3 2026.
  • Persium Advisors bought 2,121 Pfizer shares in Q3 2026, an estimated $56.4K.
  • Pfizer made up 0.59% of Persium Advisors's portfolio in Q3 2026, its #22 holding.
  • Persium Advisors first reported a position in Pfizer in Q1 2025 and has held it in 7 quarters since.
  • 551 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.