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Prosperity Capital Advisors’s Pfizer PFE Stock Holding History

Prosperity Capital 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
Q2 		$785K Buy
32,587
+2,537
+8% +$66.4K 0.04% 218
2026
Q1 		$844K Buy
30,050
+121
+0.4% +$3.22K 0.05% 207
2025
Q4 		$745K Buy
29,929
+17,983
+151% +$453K 0.04% 200
2025
Q3 		$304K Buy
11,946
+157
+1% +$3.88K 0.02% 347
2025
Q2 		$286K Sell
11,789
-505
-4% -$11.8K 0.02% 333
2025
Q1 		$302K Buy
12,294
+533
+5% +$13.9K 0.02% 296
2024
Q4 		$312K Sell
11,761
-462
-4% -$12.5K 0.03% 275
2024
Q3 		$354K Buy
12,223
+2,479
+25% +$72.3K 0.03% 251
2024
Q2 		$273K Sell
9,744
-10,179
-51% -$280K 0.03% 251
2024
Q1 		$553K Buy
19,923
+9,835
+97% +$273K 0.07% 201
2023
Q4 		$290K Sell
10,088
-2,418
-19% -$73.1K 0.03% 201
2023
Q3 		$415K Buy
12,506
+3,015
+32% +$107K 0.05% 152
2023
Q2 		$348K Sell
9,491
-619
-6% -$24.1K 0.05% 175
2023
Q1 		$412K Buy
10,110
+127
+1% +$5.49K 0.06% 135
2022
Q4 		$512K Buy
+9,983
New +$479K 0.16% 96

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Prosperity Capital Advisors's PFE Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Pfizer (PFE) stake by 8.4% in Q2 2026, buying an estimated $66.4K and bringing the position to 32,587 shares worth $785K. The position accounts for 0.04% of the portfolio, ranked #218.

Prosperity Capital Advisors first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $844K in Q1 2026. 632 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Prosperity Capital Advisors held 32,587 shares of Pfizer worth $785K as of Q2 2026.
  • Prosperity Capital Advisors bought 2,537 Pfizer shares in Q2 2026, an estimated $66.4K.
  • Pfizer made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #218 holding.
  • Prosperity Capital Advisors first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Pfizer position peaked at $844K in Q1 2026.
  • 632 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.