QFW
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QTR Family Wealth’s Pfizer PFE Stock Holding History

QTR Family Wealth’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 		$430K Buy
17,842
+7,757
+77% +$203K 0.15% 147
2026
Q1 		$273K Buy
10,085
+713
+8% +$19K 0.11% 210
2025
Q4 		$259K Sell
9,372
-1,426
-13% -$36K 0.11% 209
2025
Q3 		$275K Buy
+10,798
New +$267K 0.13% 181

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

QTR Family Wealth's PFE Position: Q2 2026 in Review

QTR Family Wealth increased its Pfizer (PFE) stake by 77% in Q2 2026, buying an estimated $203K and bringing the position to 17,842 shares worth $430K. The position accounts for 0.15% of the portfolio, ranked #147.

QTR Family Wealth first reported a position in PFE in Q3 2025 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • QTR Family Wealth held 17,842 shares of Pfizer worth $430K as of Q2 2026.
  • QTR Family Wealth bought 7,757 Pfizer shares in Q2 2026, an estimated $203K.
  • Pfizer made up 0.15% of QTR Family Wealth's portfolio in Q2 2026, its #147 holding.
  • QTR Family Wealth first reported a position in Pfizer in Q3 2025 and has held it in 4 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.