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Vest Financial’s Pfizer PFE Stock Holding History

Vest Financial’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 		$2.44M Buy
101,513
+1,530
+2% +$40K 0.03% 314
2026
Q1 		$2.81M Sell
99,983
-4,730
-5% -$126K 0.03% 302
2025
Q4 		$2.61M Buy
104,713
+23,242
+29% +$586K 0.03% 304
2025
Q3 		$2.08M Buy
81,471
+15,567
+24% +$384K 0.03% 302
2025
Q2 		$1.6M Buy
65,904
+18,652
+39% +$435K 0.02% 304
2025
Q1 		$1.2M Buy
47,252
+20,018
+74% +$524K 0.02% 303
2024
Q4 		$723K Buy
27,234
+3,573
+15% +$96.9K 0.01% 248
2024
Q3 		$685K Buy
23,661
+15,781
+200% +$460K 0.01% 240
2024
Q2 		$220K Sell
7,880
-246
-3% -$6.77K 0.01% 252
2024
Q1 		$225K Sell
8,126
-459,851
-98% -$12.8M 0.01% 257
2023
Q4 		$13.5M Buy
467,977
+197,317
+73% +$5.96M 0.5% 76
2023
Q3 		$8.98M Buy
270,660
+140,281
+108% +$4.96M 0.49% 85
2023
Q2 		$4.79M Buy
130,379
+96,726
+287% +$3.76M 0.45% 110
2023
Q1 		$1.37M Buy
33,653
+26,272
+356% +$1.13M 0.19% 104
2022
Q4 		$378K Buy
+7,381
New +$354K 0.06% 93

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

Vest Financial's PFE Position: Q2 2026 in Review

Vest Financial increased its Pfizer (PFE) stake by 1.5% in Q2 2026, buying an estimated $40K and bringing the position to 101,513 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #314.

Vest Financial first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.5M in Q4 2023. 1,336 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Vest Financial held 101,513 shares of Pfizer worth $2.44M as of Q2 2026.
  • Vest Financial bought 1,530 Pfizer shares in Q2 2026, an estimated $40K.
  • Pfizer made up 0.03% of Vest Financial's portfolio in Q2 2026, its #314 holding.
  • Vest Financial first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Vest Financial's Pfizer position peaked at $13.5M in Q4 2023.
  • 1,336 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.