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SteelPeak Wealth’s Pfizer PFE Stock Holding History

SteelPeak 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
2024
Q3 		– Hold
0
– -$28K – 587
2024
Q2 		– Hold
0
– – – 528
2021
Q3 		– Sell
-500
Closed -$20K – 466
2021
Q2 		$20K Buy
+500
New +$19.4K ﹤0.01% 422
2020
Q3 		– Sell
-738
Closed -$23K – 320
2020
Q2 		$23K Buy
+738
New +$25.1K ﹤0.01% 263

Other funds holding PFE

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
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SteelPeak Wealth's PFE Position: Q2 2026 in Review

SteelPeak Wealth reduced its Pfizer (PFE) stake by 3.6% in Q2 2026, selling an estimated $281K and leaving 289,182 shares worth $6.96M. The position accounts for 0.18% of the portfolio, ranked #106.

SteelPeak Wealth first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.57M in Q4 2025. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • SteelPeak Wealth held 289,182 shares of Pfizer worth $6.96M as of Q2 2026.
  • SteelPeak Wealth sold 10,761 Pfizer shares in Q2 2026, an estimated $281K.
  • Pfizer made up 0.18% of SteelPeak Wealth's portfolio in Q2 2026, its #106 holding.
  • SteelPeak Wealth first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Pfizer position peaked at $8.57M in Q4 2025.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.