TCV Trust & Wealth Management’s Pfizer PFE Stock Holding History

TCV Trust & 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 Q2	$709K	Sell	29,433 -2,152	-7%	-$56.3K	0.05%	130
2026 Q1	$887K	Sell	31,585 -360	-1%	-$9.58K	0.07%	110
2025 Q4	$795K	Buy	31,945 +590	+2%	+$14.9K	0.06%	119
2025 Q3	$799K	Sell	31,355 -29	-0.1%	-$716	0.07%	113
2025 Q2	$761K	Sell	31,384 -800	-2%	-$18.7K	0.07%	117
2025 Q1	$816K	Sell	32,184 -1,796	-5%	-$47K	0.08%	107
2024 Q4	$901K	Sell	33,980 -118	-0.3%	-$3.2K	0.08%	102
2024 Q3	$987K	Buy	34,098 +450	+1%	+$13.1K	0.09%	104
2024 Q2	$941K	Sell	33,648 -140	-0.4%	-$3.85K	0.09%	101
2024 Q1	$938K	Sell	33,788 -3,862	-10%	-$107K	0.09%	103
2023 Q4	$1.08M	Sell	37,650 -3,793	-9%	-$115K	0.11%	94
2023 Q3	$1.37M	Buy	41,443 +3,186	+8%	+$113K	0.15%	82
2023 Q2	$1.4M	Sell	38,257 -411	-1%	-$16K	0.15%	85
2023 Q1	$1.58M	Buy	38,668 +309	+0.8%	+$13.3K	0.18%	83
2022 Q4	$1.97M	Sell	38,359 -2,434	-6%	-$117K	0.22%	79
2022 Q3	$1.78M	Sell	40,793 -213	-0.5%	-$10.3K	0.23%	80
2022 Q2	$2.15M	Sell	41,006 -7	-0%	-$357	0.26%	76
2022 Q1	$2.12M	Buy	41,013 +1,388	+4%	+$72K	0.23%	80
2021 Q4	$2.34M	Buy	39,625 +869	+2%	+$43.1K	0.23%	77
2021 Q3	$1.67M	Buy	38,756 +355	+0.9%	+$15.7K	0.18%	86
2021 Q2	$1.5M	Buy	38,401 +362	+1%	+$14.1K	0.16%	89
2021 Q1	$1.38M	Sell	38,039 -1,171	-3%	-$41.6K	0.16%	91
2020 Q4	$1.44M	Sell	39,210 -1,883	-5%	-$69.1K	0.18%	85
2020 Q3	$1.43M	Sell	41,093 -6,936	-14%	-$243K	0.19%	86
2020 Q2	$1.49M	Sell	48,029 -4,227	-8%	-$144K	0.21%	83
2020 Q1	$1.62M	Sell	52,256 -3,974	-7%	-$135K	0.27%	80
2019 Q4	$2.09M	Sell	56,230 -4,917	-8%	-$175K	0.25%	78
2019 Q3	$2.08M	Sell	61,147 -2,077	-3%	-$75.5K	0.27%	76
2019 Q2	$2.6M	Buy	63,224 +6	+0%	+$238	0.34%	72
2019 Q1	$2.55M	Sell	63,218 -1,874	-3%	-$75K	0.34%	72
2018 Q4	$2.7M	Sell	65,092 -2,364	-4%	-$98.1K	0.39%	68
2018 Q3	$2.82M	Sell	67,456 -2,366	-3%	-$91.1K	0.38%	63
2018 Q2	$2.4M	Buy	69,822 +2,357	+3%	+$80.5K	0.34%	68
2018 Q1	$2.27M	Sell	67,465 -4,546	-6%	-$156K	0.33%	71
2017 Q4	$2.48M	Sell	72,011 -507	-0.7%	-$17.3K	0.35%	72
2017 Q3	$2.46M	Buy	72,518 +8,389	+13%	+$270K	0.36%	68
2017 Q2	$2.04M	Sell	64,129 -7,674	-11%	-$242K	0.31%	77
2017 Q1	$2.33M	Buy	71,803 +782	+1%	+$24.7K	0.36%	70
2016 Q4	$2.19M	Sell	71,021 -910	-1%	-$27.8K	0.35%	70
2016 Q3	$2.31M	Sell	71,931 -307	-0.4%	-$10.3K	0.39%	66
2016 Q2	$2.41M	Buy	72,238 +1,472	+2%	+$47K	0.42%	67
2016 Q1	$1.99M	Buy	70,766 +3,746	+6%	+$107K	0.36%	73
2015 Q4	$2.05M	Sell	67,020 -527	-0.8%	-$16.6K	0.36%	72
2015 Q3	$2.01M	Sell	67,547 -1,368	-2%	-$43.9K	0.36%	73
2015 Q2	$2.19M	Sell	68,915 -263	-0.4%	-$8.57K	0.36%	76
2015 Q1	$2.28M	Buy	69,178 +3,847	+6%	+$122K	0.37%	72
2014 Q4	$1.93M	Buy	65,331 +109	+0.2%	+$3.13K	0.32%	82
2014 Q3	$1.83M	Buy	65,222 +378	+0.6%	+$10.6K	0.31%	81
2014 Q2	$1.83M	Buy	64,844 +447	+0.7%	+$12.7K	0.3%	83
2014 Q1	$1.96M	Buy	64,397 +1,375	+2%	+$41K	0.33%	82
2013 Q4	$1.83M	Sell	63,022 -1,054	-2%	-$30.7K	0.31%	82
2013 Q3	$1.75M	Buy	64,076 +447	+0.7%	+$12.2K	0.34%	79
2013 Q2	$1.69M	Buy	+63,629	New	+$1.76M	0.35%	77

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCV Trust & Wealth Management's PFE Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Pfizer (PFE) stake by 6.8% in Q2 2026, selling an estimated $56.3K and leaving 29,433 shares worth $709K. The position accounts for 0.05% of the portfolio, ranked #130.

TCV Trust & Wealth Management first reported a position in PFE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.82M in Q3 2018. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

TCV Trust & Wealth Management held 29,433 shares of Pfizer worth $709K as of Q2 2026.
TCV Trust & Wealth Management sold 2,152 Pfizer shares in Q2 2026, an estimated $56.3K.
Pfizer made up 0.05% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #130 holding.
TCV Trust & Wealth Management first reported a position in Pfizer in Q2 2013 and has held it in 53 quarters since.
TCV Trust & Wealth Management's Pfizer position peaked at $2.82M in Q3 2018.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.