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Waterfront Wealth’s Pfizer PFE Stock Holding History

Waterfront 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 		$395K Buy
16,362
+83
+0.5% +$2.17K 0.06% 232
2026
Q1 		$457K Sell
16,279
-1,789
-10% -$47.6K 0.08% 213
2025
Q4 		$464K Sell
18,068
-409
-2% -$10.3K 0.09% 202
2025
Q3 		$456K Sell
18,477
-10
-0.1% -$247 0.09% 196
2025
Q2 		$448K Buy
18,487
+5,588
+43% +$130K 0.1% 196
2025
Q1 		$327K Sell
12,899
-523
-4% -$13.7K 0.08% 210
2024
Q4 		$356K Buy
13,422
+759
+6% +$20.6K 0.09% 206
2024
Q3 		$357K Buy
12,663
+3,255
+35% +$95K 0.09% 201
2024
Q2 		$263K Buy
9,408
+29
+0.3% +$798 0.07% 215
2024
Q1 		$238K Sell
9,379
-146
-2% -$4.05K 0.07% 228
2023
Q4 		$274K Sell
9,525
-390
-4% -$11.8K 0.08% 209
2023
Q3 		$305K Sell
9,915
-52
-0.5% -$1.84K 0.1% 192
2023
Q2 		$372K Sell
9,967
-680
-6% -$26.5K 0.11% 183
2023
Q1 		$434K Sell
10,647
-581
-5% -$25.1K 0.14% 171
2022
Q4 		$492K Buy
11,228
+270
+2% +$12.9K 0.17% 167
2022
Q3 		$503K Sell
10,958
-1,052
-9% -$51.1K 0.19% 146
2022
Q2 		$630K Buy
12,010
+12
+0.1% +$612 0.25% 111
2022
Q1 		$657K Buy
11,998
+23
+0.2% +$1.19K 0.23% 102
2021
Q4 		$707K Buy
11,975
+72
+0.6% +$3.57K 0.28% 90
2021
Q3 		$512K Sell
11,903
-701
-6% -$31.1K 0.25% 98
2021
Q2 		$494K Buy
12,604
+1,079
+9% +$42K 0.23% 100
2021
Q1 		$418K Buy
11,525
+20
+0.2% +$710 0.21% 106
2020
Q4 		$424K Buy
+11,505
New +$422K 0.3% 79

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Waterfront Wealth's PFE Position: Q2 2026 in Review

Waterfront Wealth increased its Pfizer (PFE) stake by 0.51% in Q2 2026, buying an estimated $2.17K and bringing the position to 16,362 shares worth $395K. The position accounts for 0.06% of the portfolio, ranked #232.

Waterfront Wealth first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $707K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Waterfront Wealth held 16,362 shares of Pfizer worth $395K as of Q2 2026.
  • Waterfront Wealth bought 83 Pfizer shares in Q2 2026, an estimated $2.17K.
  • Pfizer made up 0.06% of Waterfront Wealth's portfolio in Q2 2026, its #232 holding.
  • Waterfront Wealth first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's Pfizer position peaked at $707K in Q4 2021.
  • 1,247 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.