Resonant Capital Advisors’s Pfizer PFE Stock Holding History

Resonant 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	$1.27M	Sell	52,773 -8,284	-14%	-$217K	0.06%	167
2026 Q1	$1.71M	Sell	61,057 -77,434	-56%	-$2.06M	0.09%	137
2025 Q4	$3.45M	Buy	138,491 +10,626	+8%	+$268K	0.19%	88
2025 Q3	$3.26M	Buy	127,865 +10,651	+9%	+$263K	0.19%	89
2025 Q2	$2.84M	Buy	117,214 +5,950	+5%	+$139K	0.18%	96
2025 Q1	$2.82M	Buy	111,264 +751	+0.7%	+$19.7K	0.2%	90
2024 Q4	$2.93M	Buy	110,513 +2,480	+2%	+$67.3K	0.21%	86
2024 Q3	$3.13M	Buy	108,033 +1,664	+2%	+$48.5K	0.23%	83
2024 Q2	$2.98M	Buy	106,369 +4,505	+4%	+$124K	0.24%	79
2024 Q1	$2.83M	Buy	101,864 +3,966	+4%	+$110K	0.24%	87
2023 Q4	$2.82M	Buy	97,898 +9,762	+11%	+$295K	0.27%	78
2023 Q3	$2.92M	Buy	88,136 +1,283	+1%	+$45.4K	0.31%	73
2023 Q2	$3.19M	Buy	86,853 +668	+0.8%	+$26K	0.35%	66
2023 Q1	$3.52M	Buy	86,185 +56	+0.1%	+$2.42K	0.4%	59
2022 Q4	$4.41M	Buy	86,129 +3,522	+4%	+$169K	0.55%	45
2022 Q3	$3.62M	Sell	82,607 -1,905	-2%	-$92.6K	0.55%	50
2022 Q2	$4.43M	Buy	84,512 +763	+0.9%	+$38.9K	0.69%	39
2022 Q1	$4.32M	Buy	83,749 +4,024	+5%	+$209K	0.64%	36
2021 Q4	$4.71M	Buy	79,725 +6,266	+9%	+$310K	0.71%	31
2021 Q3	$3.16M	Buy	73,459 +7,426	+11%	+$329K	0.55%	36
2021 Q2	$2.59M	Buy	66,033 +151	+0.2%	+$5.87K	0.5%	43
2021 Q1	$2.39M	Buy	65,882 +4,686	+8%	+$166K	0.49%	41
2020 Q4	$2.25M	Sell	61,196 -968	-2%	-$35.5K	0.53%	36
2020 Q3	$2.17M	Buy	62,164 +795	+1%	+$27.9K	0.62%	31
2020 Q2	$1.9M	Sell	61,369 -12,332	-17%	-$419K	0.55%	35
2020 Q1	$2.28M	Buy	73,701 +3,519	+5%	+$120K	0.83%	28
2019 Q4	$2.61M	Buy	+70,182	New	+$2.5M	0.82%	28

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Resonant Capital Advisors reduced its Pfizer (PFE) stake by 14% in Q2 2026, selling an estimated $217K and leaving 52,773 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #167.

Resonant Capital Advisors first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.71M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Resonant Capital Advisors held 52,773 shares of Pfizer worth $1.27M as of Q2 2026.
Resonant Capital Advisors sold 8,284 Pfizer shares in Q2 2026, an estimated $217K.
Pfizer made up 0.06% of Resonant Capital Advisors's portfolio in Q2 2026, its #167 holding.
Resonant Capital Advisors first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
Resonant Capital Advisors's Pfizer position peaked at $4.71M in Q4 2021.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.