Vision Financial Markets’s Pfizer PFE Stock Holding History

Vision Financial Markets’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	$138K	Sell	5,752 -1,493	-21%	-$39.1K	0.12%	92
2026 Q1	$203K	Buy	7,245 +7	+0.1%	+$186	0.2%	67
2025 Q4	$180K	Sell	7,238 -493	-6%	-$12.4K	0.18%	67
2025 Q3	$197K	Sell	7,731 -493	-6%	-$12.2K	0.17%	74
2025 Q2	$199K	Buy	8,224 +8	+0.1%	+$187	0.19%	71
2025 Q1	$208K	Sell	8,216 -2,443	-23%	-$63.9K	0.23%	62
2024 Q4	$283K	Buy	+10,659	New	+$289K	0.3%	49

Other funds holding PFE

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Vision Financial Markets's PFE Position: Q2 2026 in Review

Vision Financial Markets reduced its Pfizer (PFE) stake by 21% in Q2 2026, selling an estimated $39.1K and leaving 5,752 shares worth $138K. The position accounts for 0.12% of the portfolio, ranked #92.

Vision Financial Markets first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $283K in Q4 2024. 1,113 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Vision Financial Markets held 5,752 shares of Pfizer worth $138K as of Q2 2026.
Vision Financial Markets sold 1,493 Pfizer shares in Q2 2026, an estimated $39.1K.
Pfizer made up 0.12% of Vision Financial Markets's portfolio in Q2 2026, its #92 holding.
Vision Financial Markets first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Pfizer position peaked at $283K in Q4 2024.
1,113 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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