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Thrive Wealth Management’s Pfizer PFE Stock Holding History

Thrive 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 		$690K Sell
28,655
-522
-2% -$13.7K 0.09% 106
2026
Q1 		$819K Buy
29,177
+322
+1% +$8.57K 0.12% 88
2025
Q4 		$718K Sell
28,855
-11,792
-29% -$297K 0.11% 100
2025
Q3 		$1.04M Sell
40,647
-826
-2% -$20.4K 0.16% 72
2025
Q2 		$1.01M Sell
41,473
-3,819
-8% -$89.1K 0.16% 73
2025
Q1 		$1.15M Buy
45,292
+5,021
+12% +$131K 0.22% 50
2024
Q4 		$1.07M Sell
40,271
-14,354
-26% -$389K 0.19% 60
2024
Q3 		$1.58M Sell
54,625
-313
-0.6% -$9.13K 0.29% 42
2024
Q2 		$1.54M Buy
54,938
+14,349
+35% +$395K 0.3% 38
2024
Q1 		$1.13M Sell
40,589
-345
-0.8% -$9.57K 0.23% 53
2023
Q4 		$1.18M Sell
40,934
-7,607
-16% -$230K 0.26% 49
2023
Q3 		$1.61M Buy
48,541
+3,716
+8% +$131K 0.43% 26
2023
Q2 		$1.64M Sell
44,825
-1,090
-2% -$42.4K 0.43% 26
2023
Q1 		$1.87M Buy
45,915
+1,993
+5% +$86.1K 0.48% 26
2022
Q4 		$2.25M Buy
43,922
+2,458
+6% +$118K 0.64% 22
2022
Q3 		$1.81M Buy
41,464
+652
+2% +$31.7K 0.64% 22
2022
Q2 		$2.14M Buy
40,812
+206
+0.5% +$10.5K 0.75% 22
2022
Q1 		$2.1M Sell
40,606
-1,071
-3% -$55.6K 0.62% 22
2021
Q4 		$2.46M Buy
+41,677
New +$2.06M 0.84% 17

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Thrive Wealth Management's PFE Position: Q2 2026 in Review

Thrive Wealth Management reduced its Pfizer (PFE) stake by 1.8% in Q2 2026, selling an estimated $13.7K and leaving 28,655 shares worth $690K. The position accounts for 0.09% of the portfolio, ranked #106.

Thrive Wealth Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2021. 508 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Thrive Wealth Management held 28,655 shares of Pfizer worth $690K as of Q2 2026.
  • Thrive Wealth Management sold 522 Pfizer shares in Q2 2026, an estimated $13.7K.
  • Pfizer made up 0.09% of Thrive Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Thrive Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Pfizer position peaked at $2.46M in Q4 2021.
  • 508 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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