Total Wealth Planning & Management’s Pfizer PFE Stock Holding History

Total Wealth Planning & 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	$1.52M	Buy	53,407 +4,117	+8%	+$110K	1.13%	13
2026 Q2	$1.19M	Sell	49,290 -3,290	-6%	-$86.1K	0.8%	28
2026 Q1	$1.48M	Buy	52,580 +1,650	+3%	+$43.9K	1.09%	15
2025 Q4	$1.27M	Buy	+50,930	New	+$1.28M	0.94%	20
2025 Q2	$922K	Buy	38,048 +10,189	+37%	+$238K	0.75%	32
2025 Q1	$706K	Buy	27,859 +2,716	+11%	+$71.1K	0.67%	40
2024 Q4	$667K	Buy	+25,143	New	+$682K	0.61%	42

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

Total Wealth Planning & Management's PFE Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Pfizer (PFE) stake by 8.4% in Q3 2026, buying an estimated $110K and bringing the position to 53,407 shares worth $1.52M. The position accounts for 1.13% of the portfolio, ranked #13.

Total Wealth Planning & Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. 881 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

Total Wealth Planning & Management held 53,407 shares of Pfizer worth $1.52M as of Q3 2026.
Total Wealth Planning & Management bought 4,117 Pfizer shares in Q3 2026, an estimated $110K.
Pfizer made up 1.13% of Total Wealth Planning & Management's portfolio in Q3 2026, its #13 holding.
Total Wealth Planning & Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
881 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.