Premier Path Wealth Partners’s Pfizer PFE Stock Holding History

Premier Path 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 Q3	$1.11M	Sell	38,785 -10,641	-22%	-$283K	0.13%	145
2026 Q2	$1.19M	Sell	49,426 -12,725	-20%	-$333K	0.14%	145
2026 Q1	$1.75M	Sell	62,151 -6,247	-9%	-$166K	0.23%	98
2025 Q4	$1.7M	Sell	68,398 -4,946	-7%	-$125K	0.22%	96
2025 Q3	$1.87M	Buy	73,344 +6,184	+9%	+$153K	0.24%	88
2025 Q2	$1.63M	Buy	67,160 +3,561	+6%	+$83K	0.23%	102
2025 Q1	$1.61M	Buy	63,599 +3,473	+6%	+$90.9K	0.25%	94
2024 Q4	$1.6M	Sell	60,126 -1,944	-3%	-$52.7K	0.24%	95
2024 Q3	$1.8M	Buy	62,070 +2,909	+5%	+$84.9K	0.28%	87
2024 Q2	$1.66M	Buy	59,161 +2,985	+5%	+$82.2K	0.28%	89
2024 Q1	$1.56M	Buy	56,176 +10,431	+23%	+$289K	0.29%	90
2023 Q4	$1.33M	Buy	+45,745	New	+$1.38M	0.29%	84

Other funds holding PFE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Premier Path Wealth Partners's PFE Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Pfizer (PFE) stake by 22% in Q3 2026, selling an estimated $283K and leaving 38,785 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #145.

Premier Path Wealth Partners first reported a position in PFE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q3 2025. 551 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Premier Path Wealth Partners held 38,785 shares of Pfizer worth $1.11M as of Q3 2026.
Premier Path Wealth Partners sold 10,641 Pfizer shares in Q3 2026, an estimated $283K.
Pfizer made up 0.13% of Premier Path Wealth Partners's portfolio in Q3 2026, its #145 holding.
Premier Path Wealth Partners first reported a position in Pfizer in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Pfizer position peaked at $1.87M in Q3 2025.
551 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.