PPS&V Asset Management Consultants’s Pfizer PFE Stock Holding History

PPS&V Asset Management Consultants’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	$289K	Sell	11,982 -969	-7%	-$25.3K	0.16%	34
2026 Q1	$364K	Buy	12,951 +217	+2%	+$5.78K	0.22%	28
2025 Q4	$317K	Sell	12,734 -936	-7%	-$23.6K	0.18%	32
2025 Q3	$348K	Sell	13,670 -1,409	-9%	-$34.8K	0.2%	30
2025 Q2	$366K	Buy	15,079 +193	+1%	+$4.5K	0.23%	28
2025 Q1	$377K	Sell	14,886 -315	-2%	-$8.24K	0.27%	26
2024 Q4	$403K	Buy	15,201 +807	+6%	+$21.9K	0.27%	26
2024 Q3	$417K	Buy	14,394 +963	+7%	+$28.1K	0.29%	26
2024 Q2	$376K	Buy	13,431 +2,029	+18%	+$55.9K	0.27%	27
2024 Q1	$316K	Buy	+11,402	New	+$316K	0.23%	32

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PPS&V Asset Management Consultants's PFE Position: Q2 2026 in Review

PPS&V Asset Management Consultants reduced its Pfizer (PFE) stake by 7.5% in Q2 2026, selling an estimated $25.3K and leaving 11,982 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #34.

PPS&V Asset Management Consultants first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $417K in Q3 2024. 817 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

PPS&V Asset Management Consultants held 11,982 shares of Pfizer worth $289K as of Q2 2026.
PPS&V Asset Management Consultants sold 969 Pfizer shares in Q2 2026, an estimated $25.3K.
Pfizer made up 0.16% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #34 holding.
PPS&V Asset Management Consultants first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
PPS&V Asset Management Consultants's Pfizer position peaked at $417K in Q3 2024.
817 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.