PIM
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Plato Investment Management’s Pfizer PFE Stock Holding History

Plato Investment Management’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 		$5.39M Buy
225,254
+66,017
+41% +$1.73M 0.31% 69
2026
Q1 		$4.47M Sell
159,237
-68,362
-30% -$1.82M 0.3% 76
2025
Q4 		$5.69M Buy
227,599
+8,329
+4% +$210K 0.37% 59
2025
Q3 		$5.54M Buy
219,270
+6,752
+3% +$167K 0.38% 57
2025
Q2 		$5.13M Buy
212,518
+23,646
+13% +$551K 0.39% 55
2025
Q1 		$4.84M Sell
188,872
-17,407
-8% -$455K 0.41% 50
2024
Q4 		$5.49M Buy
206,279
+47,834
+30% +$1.3M 0.4% 50
2024
Q3 		$4.58M Buy
158,445
+16,327
+11% +$476K 0.37% 59
2024
Q2 		$3.98M Buy
142,118
+9,091
+7% +$250K 0.37% 62
2024
Q1 		$3.69M Buy
133,027
+125,703
+1,716% +$3.49M 0.38% 68
2023
Q4 		$211K Buy
+7,324
New +$221K 0.26% 96

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plato Investment Management's PFE Position: Q2 2026 in Review

Plato Investment Management increased its Pfizer (PFE) stake by 41% in Q2 2026, buying an estimated $1.73M and bringing the position to 225,254 shares worth $5.39M. The position accounts for 0.31% of the portfolio, ranked #69.

Plato Investment Management first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.69M in Q4 2025. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Plato Investment Management held 225,254 shares of Pfizer worth $5.39M as of Q2 2026.
  • Plato Investment Management bought 66,017 Pfizer shares in Q2 2026, an estimated $1.73M.
  • Pfizer made up 0.31% of Plato Investment Management's portfolio in Q2 2026, its #69 holding.
  • Plato Investment Management first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Pfizer position peaked at $5.69M in Q4 2025.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.