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Urban Wealth Management’s Pfizer PFE Stock Holding History

Urban 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 		$225K Sell
9,335
-575
-6% -$15K 0.2% 97
2026
Q1 		$278K Sell
9,910
-16
-0.2% -$426 0.28% 71
2025
Q4 		$247K Buy
+9,926
New +$250K 0.23% 83
2020
Q4 		$397K Buy
+10,784
New +$396K 0.33% 71

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

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

Urban Wealth Management reduced its Pfizer (PFE) stake by 5.8% in Q2 2026, selling an estimated $15K and leaving 9,335 shares worth $225K. The position accounts for 0.2% of the portfolio, ranked #97.

Urban Wealth Management first reported a position in PFE in Q4 2020 and has held it in 4 quarters since. The position peaked at $397K in Q4 2020. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Urban Wealth Management held 9,335 shares of Pfizer worth $225K as of Q2 2026.
  • Urban Wealth Management sold 575 Pfizer shares in Q2 2026, an estimated $15K.
  • Pfizer made up 0.2% of Urban Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Urban Wealth Management first reported a position in Pfizer in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's Pfizer position peaked at $397K in Q4 2020.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.