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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
Q1 		– Sell
-5,400
Closed -$134K – 648
2025
Q4 		$134K Buy
+5,400
New +$136K ﹤0.01% 615

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 22.96% 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

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. 1,604 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.
  • 1,604 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.