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Waddell & Associates’s Pfizer PFE Stock Holding History

Waddell & Associates’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 		$966K Buy
40,111
+12,898
+47% +$337K 0.05% 139
2026
Q1 		$764K Buy
27,213
+1,403
+5% +$37.4K 0.04% 145
2025
Q4 		$643K Buy
25,810
+1,532
+6% +$38.6K 0.04% 129
2025
Q3 		$619K Buy
24,278
+1,660
+7% +$41K 0.05% 111
2025
Q2 		$548K Buy
22,618
+95
+0.4% +$2.22K 0.06% 102
2025
Q1 		$571K Sell
22,523
-2,484
-10% -$65K 0.07% 74
2024
Q4 		$663K Buy
25,007
+29
+0.1% +$787 0.07% 71
2024
Q3 		$723K Buy
24,978
+388
+2% +$11.3K 0.09% 64
2024
Q2 		$688K Buy
24,590
+11,547
+89% +$318K 0.09% 65
2024
Q1 		$362K Sell
13,043
-7,651
-37% -$212K 0.05% 92
2023
Q4 		$601K Sell
20,694
-13,772
-40% -$416K 0.08% 68
2023
Q3 		$1.14M Buy
34,466
+85
+0.2% +$3.01K 0.17% 51
2023
Q2 		$1.26M Sell
34,381
-2,567
-7% -$99.9K 0.19% 44
2023
Q1 		$1.51M Buy
36,948
+1,964
+6% +$84.8K 0.24% 37
2022
Q4 		$1.79M Buy
34,984
+329
+0.9% +$15.8K 0.3% 33
2022
Q3 		$1.52M Buy
34,655
+44
+0.1% +$2.14K 0.29% 31
2022
Q2 		$1.81M Sell
34,611
-21
-0.1% -$1.07K 0.37% 22
2022
Q1 		$1.79M Buy
34,632
+1,923
+6% +$99.8K 0.29% 24
2021
Q4 		$1.93M Buy
32,709
+3,610
+12% +$179K 0.31% 22
2021
Q3 		$1.25M Sell
29,099
-652
-2% -$28.9K 0.21% 33
2021
Q2 		$1.17K Buy
+29,751
New +$1.16M 0.18% 26

Other funds holding PFE

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
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Waddell & Associates's PFE Position: Q2 2026 in Review

Waddell & Associates increased its Pfizer (PFE) stake by 47% in Q2 2026, buying an estimated $337K and bringing the position to 40,111 shares worth $966K. The position accounts for 0.05% of the portfolio, ranked #139.

Waddell & Associates first reported a position in PFE in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.93M in Q4 2021. 1,008 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Waddell & Associates held 40,111 shares of Pfizer worth $966K as of Q2 2026.
  • Waddell & Associates bought 12,898 Pfizer shares in Q2 2026, an estimated $337K.
  • Pfizer made up 0.05% of Waddell & Associates's portfolio in Q2 2026, its #139 holding.
  • Waddell & Associates first reported a position in Pfizer in Q2 2021 and has held it in 21 quarters since.
  • Waddell & Associates's Pfizer position peaked at $1.93M in Q4 2021.
  • 1,008 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.