Straight Path Wealth Management’s Pfizer PFE Stock Holding History

Straight Path 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 Q3	$357K	Sell	12,534 -41,530	-77%	-$1.1M	0.08%	97
2026 Q2	$1.3M	Hold	54,064	–	–	0.3%	34
2026 Q1	$1.52M	Buy	54,064 +500	+0.9%	+$13.3K	0.41%	27
2025 Q4	$1.33M	Sell	53,564 -452	-0.8%	-$11.4K	0.36%	28
2025 Q3	$1.38M	Sell	54,016 -200	-0.4%	-$4.94K	0.37%	33
2025 Q2	$1.31M	Buy	54,216 +16,409	+43%	+$383K	0.45%	27
2025 Q1	$958K	Buy	37,807 +200	+0.5%	+$5.23K	0.39%	27
2024 Q4	$998K	Sell	37,607 -605	-2%	-$16.4K	0.39%	30
2024 Q3	$1.11M	Buy	38,212 +1,187	+3%	+$34.6K	0.48%	26
2024 Q2	$1.04M	Buy	37,025 +6,513	+21%	+$179K	0.53%	25
2024 Q1	$847K	Buy	+30,512	New	+$847K	0.48%	28

Other funds holding PFE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Straight Path Wealth Management's PFE Position: Q3 2026 in Review

Straight Path Wealth Management reduced its Pfizer (PFE) stake by 77% in Q3 2026, selling an estimated $1.1M and leaving 12,534 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #97.

Straight Path Wealth Management first reported a position in PFE in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.52M in Q1 2026. 881 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Straight Path Wealth Management held 12,534 shares of Pfizer worth $357K as of Q3 2026.
Straight Path Wealth Management sold 41,530 Pfizer shares in Q3 2026, an estimated $1.1M.
Pfizer made up 0.08% of Straight Path Wealth Management's portfolio in Q3 2026, its #97 holding.
Straight Path Wealth Management first reported a position in Pfizer in Q1 2024 and has held it in 11 quarters since.
Straight Path Wealth Management's Pfizer position peaked at $1.52M in Q1 2026.
881 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.