Slagle Financial’s Pfizer PFE Stock Holding History

Slagle Financial’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	$221K	Sell	9,185 -74,856	-89%	-$1.96M	0.07%	123
2026 Q1	$2.36M	Buy	84,041 +2,999	+4%	+$79.8K	0.78%	55
2025 Q4	$2.02M	Buy	81,042 +753	+0.9%	+$19K	0.7%	56
2025 Q3	$2.05M	Buy	80,289 +2,450	+3%	+$60.5K	0.75%	57
2025 Q2	$1.89M	Buy	77,839 +3,091	+4%	+$72.1K	0.76%	54
2025 Q1	$1.89M	Buy	74,748 +1,120	+2%	+$29.3K	0.84%	47
2024 Q4	$1.95M	Buy	73,628 +4,264	+6%	+$116K	0.88%	45
2024 Q3	$2.01M	Buy	69,364 +5,141	+8%	+$150K	0.89%	48
2024 Q2	$1.8M	Buy	64,223 +4,443	+7%	+$122K	0.92%	47
2024 Q1	$1.66M	Sell	59,780 -45,168	-43%	-$1.25M	0.9%	46
2023 Q4	$1.51M	Buy	104,948 +53,068	+102%	+$1.6M	0.87%	49
2023 Q3	$1.72M	Buy	51,880 +2,580	+5%	+$91.2K	1.05%	43
2023 Q2	$1.81M	Buy	+49,300	New	+$1.92M	1.13%	37

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

Slagle Financial's PFE Position: Q2 2026 in Review

Slagle Financial reduced its Pfizer (PFE) stake by 89% in Q2 2026, selling an estimated $1.96M and leaving 9,185 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #123.

Slagle Financial first reported a position in PFE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.36M in Q1 2026. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Slagle Financial held 9,185 shares of Pfizer worth $221K as of Q2 2026.
Slagle Financial sold 74,856 Pfizer shares in Q2 2026, an estimated $1.96M.
Pfizer made up 0.07% of Slagle Financial's portfolio in Q2 2026, its #123 holding.
Slagle Financial first reported a position in Pfizer in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's Pfizer position peaked at $2.36M in Q1 2026.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.