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Toth Financial Advisory’s Pfizer PFE Stock Holding History

Toth Financial Advisory’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
2021
Q3 		– Sell
-100
Closed -$4K – 779
2021
Q2 		$4K Buy
+100
New +$3.89K ﹤0.01% 526
2020
Q2 		– Sell
-211
Closed -$7K – 583
2020
Q1 		$7K Buy
+211
New +$7.19K ﹤0.01% 305

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Toth Financial Advisory's PFE Position: Q2 2026 in Review

Toth Financial Advisory reduced its Pfizer (PFE) stake by 16% in Q2 2026, selling an estimated $20.6K and leaving 4,200 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #296.

Toth Financial Advisory first reported a position in PFE in Q4 2017 and has held it in 35 quarters since. The position peaked at $259K in Q4 2021. 1,312 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Toth Financial Advisory held 4,200 shares of Pfizer worth $101K as of Q2 2026.
  • Toth Financial Advisory sold 788 Pfizer shares in Q2 2026, an estimated $20.6K.
  • Pfizer made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #296 holding.
  • Toth Financial Advisory first reported a position in Pfizer in Q4 2017 and has held it in 35 quarters since.
  • Toth Financial Advisory's Pfizer position peaked at $259K in Q4 2021.
  • 1,312 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.