Waldron Private Wealth’s Pfizer PFE Stock Holding History

Waldron Private Wealth’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	$833K	Buy	34,603 +69	+0.2%	+$1.8K	0.03%	165
2026 Q1	$970K	Buy	34,534 +1,530	+5%	+$40.7K	0.04%	146
2025 Q4	$822K	Buy	33,004 +378	+1%	+$9.53K	0.03%	160
2025 Q3	$831K	Sell	32,626 -1,708	-5%	-$42.2K	0.03%	160
2025 Q2	$832K	Sell	34,334 -294	-0.8%	-$6.86K	0.04%	152
2025 Q1	$877K	Sell	34,628 -22,208	-39%	-$581K	0.04%	144
2024 Q4	$1.51M	Sell	56,836 -5,563	-9%	-$151K	0.06%	131
2024 Q3	$1.81M	Buy	62,399 +3,059	+5%	+$89.2K	0.08%	113
2024 Q2	$1.66M	Buy	59,340 +4,843	+9%	+$133K	0.07%	110
2024 Q1	$1.51M	Sell	54,497 -222	-0.4%	-$6.16K	0.07%	118
2023 Q4	$1.58M	Sell	54,719 -375	-0.7%	-$11.3K	0.07%	107
2023 Q3	$1.83M	Sell	55,094 -6,193	-10%	-$219K	0.09%	101
2023 Q2	$2.25M	Sell	61,287 -3,460	-5%	-$135K	0.11%	93
2023 Q1	$2.64M	Buy	64,747 +5,335	+9%	+$230K	0.13%	92
2022 Q4	$2.6M	Hold	59,412	–	–	0.16%	88
2022 Q3	$2.6M	Sell	59,412 -1,387	-2%	-$67.4K	0.16%	88
2022 Q2	$3.19M	Buy	60,799 +3,154	+5%	+$161K	0.18%	78
2022 Q1	$2.98M	Buy	57,645 +2,038	+4%	+$106K	0.15%	91
2021 Q4	$3.28M	Buy	55,607 +182	+0.3%	+$9.02K	0.16%	86
2021 Q3	$2.38M	Buy	55,425 +3,736	+7%	+$166K	0.14%	95
2021 Q2	$2.02M	Buy	51,689 +6,072	+13%	+$236K	0.13%	97
2021 Q1	$1.65M	Sell	45,617 -5,203	-10%	-$185K	0.11%	100
2020 Q4	$1.87M	Sell	50,820 -4,302	-8%	-$158K	0.14%	92
2020 Q3	$1.92M	Buy	55,122 +432	+0.8%	+$15.1K	0.16%	80
2020 Q2	$1.7M	Buy	54,690 +289	+0.5%	+$9.82K	0.15%	81
2020 Q1	$1.68M	Sell	54,401 -1,943	-3%	-$66.2K	0.18%	78
2019 Q4	$2.09M	Sell	56,344 -14,106	-20%	-$502K	0.19%	70
2019 Q3	$2.4M	Buy	70,450 +15,701	+29%	+$571K	0.24%	60
2019 Q2	$2.25M	Sell	54,749 -3,111	-5%	-$124K	0.24%	48
2019 Q1	$2.33M	Buy	57,860 +31,921	+123%	+$1.28M	0.26%	48
2018 Q4	$1.07M	Buy	25,939 +4,435	+21%	+$184K	0.15%	67
2018 Q3	$899K	Buy	21,504 +445	+2%	+$17.1K	0.18%	62
2018 Q2	$724K	Sell	21,059 -4,010	-16%	-$137K	0.16%	65
2018 Q1	$844K	Hold	25,069	–	–	0.19%	51
2017 Q4	$861K	Buy	25,069 +1,413	+6%	+$48.2K	0.2%	46
2017 Q3	$801K	Buy	23,656 +3,441	+17%	+$111K	0.22%	46
2017 Q2	$644K	Sell	20,215 -13,053	-39%	-$412K	0.2%	49
2017 Q1	$1.07M	Buy	33,268 +12,365	+59%	+$390K	0.27%	48
2016 Q4	$644K	Buy	20,903 +688	+3%	+$21K	0.22%	53
2016 Q3	$649K	Sell	20,215 -2,418	-11%	-$80.9K	0.24%	48
2016 Q2	$756K	Buy	22,633 +2,602	+13%	+$83K	0.28%	45
2016 Q1	$563K	Buy	20,031 +453	+2%	+$12.9K	0.21%	59
2015 Q4	$599K	Buy	19,578 +3,074	+19%	+$96.7K	0.22%	53
2015 Q3	$491K	Buy	16,504 +296	+2%	+$9.49K	0.21%	52
2015 Q2	$509K	Buy	16,208 +3,475	+27%	+$113K	0.2%	42
2015 Q1	$420K	Sell	12,733 -551	-4%	-$17.5K	0.17%	44
2014 Q4	$393K	Buy	13,284 +1,841	+16%	+$52.8K	0.16%	48
2014 Q3	$321K	Buy	11,443 +27	+0.2%	+$758	0.15%	58
2014 Q2	$321K	Sell	11,416 -3,868	-25%	-$110K	0.15%	65
2014 Q1	$466K	Sell	15,284 -1,753	-10%	-$52.3K	0.23%	42
2013 Q4	$495K	Buy	+17,037	New	+$496K	0.23%	40

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

Waldron Private Wealth's PFE Position: Q2 2026 in Review

Waldron Private Wealth increased its Pfizer (PFE) stake by 0.2% in Q2 2026, buying an estimated $1.8K and bringing the position to 34,603 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #165.

Waldron Private Wealth first reported a position in PFE in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.28M in Q4 2021. 1,257 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Waldron Private Wealth held 34,603 shares of Pfizer worth $833K as of Q2 2026.
Waldron Private Wealth bought 69 Pfizer shares in Q2 2026, an estimated $1.8K.
Pfizer made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #165 holding.
Waldron Private Wealth first reported a position in Pfizer in Q4 2013 and has held it in 51 quarters since.
Waldron Private Wealth's Pfizer position peaked at $3.28M in Q4 2021.
1,257 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.