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Syverson Strege & Co’s Pfizer PFE Stock Holding History

Syverson Strege & 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 		$306K Sell
12,702
-773
-6% -$20.2K 0.07% 131
2026
Q1 		$378K Sell
13,475
-608
-4% -$16.2K 0.09% 97
2025
Q4 		$351K Buy
14,083
+616
+5% +$15.5K 0.08% 102
2025
Q3 		$343K Sell
13,467
-135
-1% -$3.33K 0.08% 95
2025
Q2 		$330K Buy
+13,602
New +$317K 0.08% 106
2023
Q2 		– Sell
-1,402
Closed -$57.2K – 458
2023
Q1 		$57.2K Buy
1,402
+10
+0.7% +$432 0.02% 118
2022
Q4 		$71.3K Buy
1,392
+7
+0.5% +$336 0.03% 109
2022
Q3 		$61K Buy
1,385
+8
+0.6% +$389 0.03% 112
2022
Q2 		$72K Sell
1,377
-193
-12% -$9.84K 0.03% 110
2022
Q1 		$81K Buy
1,570
+8
+0.5% +$415 0.09% 100
2021
Q4 		$92K Buy
1,562
+7
+0.5% +$347 0.07% 99
2021
Q3 		$67K Buy
1,555
+7
+0.5% +$310 0.05% 118
2021
Q2 		$61K Buy
1,548
+209
+16% +$8.13K 0.05% 118
2021
Q1 		$49K Buy
1,339
+10
+0.8% +$355 0.05% 120
2020
Q4 		$49K Buy
+1,329
New +$48.7K 0.05% 113

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Syverson Strege & Co's PFE Position: Q2 2026 in Review

Syverson Strege & Co reduced its Pfizer (PFE) stake by 5.7% in Q2 2026, selling an estimated $20.2K and leaving 12,702 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #131.

Syverson Strege & Co first reported a position in PFE in Q4 2020 and has held it in 15 quarters since. The position peaked at $378K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Syverson Strege & Co held 12,702 shares of Pfizer worth $306K as of Q2 2026.
  • Syverson Strege & Co sold 773 Pfizer shares in Q2 2026, an estimated $20.2K.
  • Pfizer made up 0.07% of Syverson Strege & Co's portfolio in Q2 2026, its #131 holding.
  • Syverson Strege & Co first reported a position in Pfizer in Q4 2020 and has held it in 15 quarters since.
  • Syverson Strege & Co's Pfizer position peaked at $378K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.