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Stonehearth Capital Management’s Pfizer PFE Stock Holding History

Stonehearth Capital 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 		$252K Sell
10,448
-1,013
-9% -$26.5K 0.09% 68
2026
Q1 		$322K Sell
11,461
-187
-2% -$4.98K 0.13% 63
2025
Q4 		$290K Sell
11,648
-310
-3% -$7.82K 0.11% 71
2025
Q3 		$305K Buy
11,958
+201
+2% +$4.96K 0.12% 71
2025
Q2 		$285K Sell
11,757
-1,089
-8% -$25.4K 0.12% 67
2025
Q1 		$326K Buy
12,846
+300
+2% +$7.85K 0.13% 54
2024
Q4 		$333K Sell
12,546
-1,195
-9% -$32.4K 0.13% 51
2024
Q3 		$398K Buy
13,741
+1,513
+12% +$44.1K 0.16% 44
2024
Q2 		$342K Buy
12,228
+1,765
+17% +$48.6K 0.15% 47
2024
Q1 		$290K Buy
10,463
+1,506
+17% +$41.8K 0.13% 55
2023
Q4 		$258K Buy
8,957
+1,298
+17% +$39.2K 0.13% 64
2023
Q3 		$254K Buy
7,659
+302
+4% +$10.7K 0.14% 55
2023
Q2 		$270K Sell
7,357
-1,872
-20% -$72.9K 0.14% 57
2023
Q1 		$377K Buy
9,229
+306
+3% +$13.2K 0.2% 41
2022
Q4 		$457K Buy
8,923
+76
+0.9% +$3.64K 0.26% 37
2022
Q3 		$387K Sell
8,847
-92
-1% -$4.47K 0.24% 35
2022
Q2 		$475K Buy
8,939
+3,854
+76% +$196K 0.27% 34
2022
Q1 		$263K Hold
5,085
– – 0.14% 57
2021
Q4 		$300K Hold
5,085
– – 0.16% 50
2021
Q3 		$219K Buy
+5,085
New +$225K 0.11% 59
2021
Q2 		– Sell
-5,953
Closed -$216K – 68
2021
Q1 		$216K Hold
5,953
– – 0.12% 62
2020
Q4 		$219K Buy
5,953
+177
+3% +$6.49K 0.12% 57
2020
Q3 		$201K Hold
5,776
– – 0.13% 53
2020
Q2 		$211K Sell
5,776
-938
-14% -$31.9K 0.14% 54
2020
Q1 		$208K Hold
6,714
– – 0.17% 52
2019
Q4 		$250K Buy
+6,714
New +$239K 0.17% 52
2019
Q3 		– Sell
-5,468
Closed -$225K – 57
2019
Q2 		$225K Buy
+5,468
New +$217K 0.16% 50

Other funds holding PFE

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Stonehearth Capital Management's PFE Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Pfizer (PFE) stake by 8.8% in Q2 2026, selling an estimated $26.5K and leaving 10,448 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #68.

Stonehearth Capital Management first reported a position in PFE in Q2 2019 and has held it in 27 quarters since. The position peaked at $475K in Q2 2022. 825 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Stonehearth Capital Management held 10,448 shares of Pfizer worth $252K as of Q2 2026.
  • Stonehearth Capital Management sold 1,013 Pfizer shares in Q2 2026, an estimated $26.5K.
  • Pfizer made up 0.09% of Stonehearth Capital Management's portfolio in Q2 2026, its #68 holding.
  • Stonehearth Capital Management first reported a position in Pfizer in Q2 2019 and has held it in 27 quarters since.
  • Stonehearth Capital Management's Pfizer position peaked at $475K in Q2 2022.
  • 825 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.