Precedent Wealth Partners’s Pfizer PFE Stock Holding History

Precedent Wealth Partners’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	$265K	Buy	+11,016	New	+$288K	0.04%	183
2024 Q1	–	Sell	-17,990	Closed	-$518K	–	140
2023 Q4	$518K	Buy	+17,990	New	+$544K	0.26%	87

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Precedent Wealth Partners's PFE Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in Pfizer (PFE) in Q2 2026: 11,016 shares worth $265K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in PFE as recently as Q4 2023.

Precedent Wealth Partners first reported a position in PFE in Q4 2023 and has held it in 2 quarters since. The position peaked at $518K in Q4 2023. 990 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Precedent Wealth Partners held 11,016 shares of Pfizer worth $265K as of Q2 2026.
Pfizer was a new Precedent Wealth Partners position in Q2 2026.
Pfizer made up 0.04% of Precedent Wealth Partners's portfolio in Q2 2026, its #183 holding.
Precedent Wealth Partners first reported a position in Pfizer in Q4 2023 and has held it in 2 quarters since.
Precedent Wealth Partners's Pfizer position peaked at $518K in Q4 2023.
990 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.