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Robertson Stephens Wealth Management’s Pfizer PFE Stock Holding History

Robertson Stephens Wealth Management’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 		$3.58M Sell
148,619
-9,864
-6% -$258K 0.09% 153
2026
Q1 		$4.45M Buy
158,483
+6,916
+5% +$184K 0.12% 132
2025
Q4 		$3.77M Buy
151,567
+122,761
+426% +$3.1M 0.1% 142
2025
Q3 		$734K Sell
28,806
-3,265
-10% -$80.6K 0.02% 288
2025
Q2 		$777K Buy
32,071
+7,962
+33% +$186K 0.02% 295
2025
Q1 		$611K Sell
24,109
-4,431
-16% -$116K 0.02% 336
2024
Q4 		$757K Sell
28,540
-6,184
-18% -$168K 0.03% 291
2024
Q3 		$1M Sell
34,724
-4,169
-11% -$122K 0.04% 281
2024
Q2 		$1.09M Sell
38,893
-7,776
-17% -$214K 0.05% 217
2024
Q1 		$1.3M Sell
46,669
-20
-0% -$555 0.07% 199
2023
Q4 		$1.34M Sell
46,689
-7,240
-13% -$219K 0.08% 191
2023
Q3 		$1.79M Sell
53,929
-6,425
-11% -$227K 0.12% 152
2023
Q2 		$2.21M Sell
60,354
-3,927
-6% -$153K 0.16% 122
2023
Q1 		$2.62M Buy
64,281
+3,163
+5% +$137K 0.2% 106
2022
Q4 		$3.13M Sell
61,118
-3,153
-5% -$151K 0.31% 76
2022
Q3 		$2.81M Sell
64,271
-2,042
-3% -$99.2K 0.29% 72
2022
Q2 		$3.48M Sell
66,313
-572
-0.9% -$29.1K 0.33% 64
2022
Q1 		$3.46M Buy
66,885
+2,081
+3% +$108K 0.29% 73
2021
Q4 		$3.83M Buy
64,804
+44,933
+226% +$2.23M 0.32% 68
2021
Q3 		$854K Sell
19,871
-190
-0.9% -$8.42K 0.1% 141
2021
Q2 		$785K Sell
20,061
-1,144
-5% -$44.5K 0.09% 157
2021
Q1 		$768K Buy
21,205
+10,111
+91% +$359K 0.12% 131
2020
Q4 		$408K Sell
11,094
-796
-7% -$29.2K 0.09% 154
2020
Q3 		$414K Buy
11,890
+2,320
+24% +$81.3K 0.1% 152
2020
Q2 		$296K Buy
9,570
+1,185
+14% +$40.3K 0.09% 146
2020
Q1 		$260K Buy
+8,385
New +$286K 0.09% 150

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robertson Stephens Wealth Management's PFE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Pfizer (PFE) stake by 6.2% in Q2 2026, selling an estimated $258K and leaving 148,619 shares worth $3.58M. The position accounts for 0.09% of the portfolio, ranked #153.

Robertson Stephens Wealth Management first reported a position in PFE in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.45M in Q1 2026. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Robertson Stephens Wealth Management held 148,619 shares of Pfizer worth $3.58M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 9,864 Pfizer shares in Q2 2026, an estimated $258K.
  • Pfizer made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Robertson Stephens Wealth Management first reported a position in Pfizer in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Pfizer position peaked at $4.45M in Q1 2026.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.