Turtle Creek Wealth Advisors’s Pfizer PFE Stock Holding History

Turtle Creek Wealth Advisors’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	$888K	Buy	36,870 +5,787	+19%	+$151K	0.05%	175
2026 Q1	$873K	Buy	31,083 +4,350	+16%	+$116K	0.07%	155
2025 Q4	$666K	Sell	26,733 -654	-2%	-$16.5K	0.05%	200
2025 Q3	$698K	Buy	27,387 +10,935	+66%	+$270K	0.06%	174
2025 Q2	$399K	Buy	+16,452	New	+$384K	0.05%	191
2025 Q1	–	Sell	-10,394	Closed	-$276K	–	125
2024 Q4	$276K	Buy	10,394 +1,326	+15%	+$36K	0.06%	71
2024 Q3	$262K	Buy	+9,068	New	+$265K	0.05%	152
2024 Q1	–	Sell	-3,380	Closed	-$97.3K	–	642
2023 Q4	$97.3K	Buy	+3,380	New	+$102K	0.03%	203

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Turtle Creek Wealth Advisors's PFE Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Pfizer (PFE) stake by 19% in Q2 2026, buying an estimated $151K and bringing the position to 36,870 shares worth $888K. The position accounts for 0.05% of the portfolio, ranked #175.

Turtle Creek Wealth Advisors first reported a position in PFE in Q4 2023 and has held it in 8 quarters since. 1,189 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Turtle Creek Wealth Advisors held 36,870 shares of Pfizer worth $888K as of Q2 2026.
Turtle Creek Wealth Advisors bought 5,787 Pfizer shares in Q2 2026, an estimated $151K.
Pfizer made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Turtle Creek Wealth Advisors first reported a position in Pfizer in Q4 2023 and has held it in 8 quarters since.
1,189 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.