Wealth Enhancement Advisory Services
PFE icon

Wealth Enhancement Advisory Services’s Pfizer PFE Stock Holding History

Wealth Enhancement Advisory Services’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 		$23.7K Buy
+1,000
New +$26.2K ﹤0.01% 4016

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Pfizer (PFE) stake by 17% in Q2 2026, buying an estimated $12.1M and bringing the position to 3,158,575 shares worth $74.9M. The position accounts for 0.13% of the portfolio, ranked #143.

Wealth Enhancement Advisory Services first reported a position in PFE in Q3 2016 and has held it in 31 quarters since. The position peaked at $86.9M in Q3 2025. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,158,575 shares of Pfizer worth $74.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 462,844 Pfizer shares in Q2 2026, an estimated $12.1M.
  • Pfizer made up 0.13% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #143 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pfizer in Q3 2016 and has held it in 31 quarters since.
  • Wealth Enhancement Advisory Services's Pfizer position peaked at $86.9M in Q3 2025.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.