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Steph & Co’s Pfizer PFE Stock Holding History

Steph & Co’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 		$40.8K Sell
1,695
-425
-20% -$11.1K 0.01% 192
2026
Q1 		$59.5K Buy
2,120
+57
+3% +$1.52K 0.02% 180
2025
Q4 		$51.4K Buy
2,063
+499
+32% +$12.6K 0.01% 187
2025
Q3 		$39.9K Buy
1,564
+35
+2% +$864 0.01% 211
2025
Q2 		$37.1K Sell
1,529
-700
-31% -$16.3K 0.01% 211
2025
Q1 		$56.5K Buy
2,229
+225
+11% +$5.89K 0.02% 169
2024
Q4 		$53.2K Sell
2,004
-313
-14% -$8.49K 0.02% 174
2024
Q3 		$67.1K Buy
2,317
+195
+9% +$5.69K 0.02% 172
2024
Q2 		$59.4K Buy
2,122
+32
+2% +$881 0.02% 168
2024
Q1 		$58K Sell
2,090
-6,582
-76% -$183K 0.02% 171
2023
Q4 		$250K Sell
8,672
-3,009
-26% -$91K 0.12% 89
2023
Q3 		$387K Buy
11,681
+2,805
+32% +$99.2K 0.22% 68
2023
Q2 		$326K Buy
8,876
+7,149
+414% +$278K 0.18% 73
2023
Q1 		$70.5K Hold
1,727
– – 0.04% 148
2022
Q4 		$88K Hold
1,727
– – 0.06% 149
2022
Q3 		$76K Hold
1,727
– – 0.05% 140
2022
Q2 		$91K Sell
1,727
-637
-27% -$32.5K 0.06% 135
2022
Q1 		$122K Hold
2,364
– – 0.07% 136
2021
Q4 		$140K Buy
2,364
+637
+37% +$31.6K 0.08% 131
2021
Q3 		$74K Hold
1,727
– – 0.05% 158
2021
Q2 		$68K Hold
1,727
– – 0.04% 152
2021
Q1 		$63K Hold
1,727
– – 0.04% 154
2020
Q4 		$64K Sell
1,727
-93
-5% -$3.41K 0.05% 150
2020
Q3 		$63K Sell
1,820
-1,457
-44% -$51.1K 0.06% 143
2020
Q2 		$102K Sell
3,277
-5,630
-63% -$191K 0.1% 119
2020
Q1 		$276K Sell
8,907
-2,164
-20% -$73.7K 0.31% 39
2019
Q4 		$412K Buy
+11,071
New +$394K 0.35% 43

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Steph & Co's PFE Position: Q2 2026 in Review

Steph & Co reduced its Pfizer (PFE) stake by 20% in Q2 2026, selling an estimated $11.1K and leaving 1,695 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #192.

Steph & Co first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $412K in Q4 2019. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Steph & Co held 1,695 shares of Pfizer worth $40.8K as of Q2 2026.
  • Steph & Co sold 425 Pfizer shares in Q2 2026, an estimated $11.1K.
  • Pfizer made up 0.01% of Steph & Co's portfolio in Q2 2026, its #192 holding.
  • Steph & Co first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Steph & Co's Pfizer position peaked at $412K in Q4 2019.
  • 1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.