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Wealth Group’s Pfizer PFE Stock Holding History

Wealth Group’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 		$335K Buy
+13,923
New +$364K 0.08% 91
2025
Q2 		$40K Sell
1,631
-8,066
-83% -$188K 0.04% 87
2025
Q1 		$246K Sell
9,697
-7,052
-42% -$185K 0.16% 135
2024
Q4 		$444K Sell
16,749
-2,242
-12% -$60.8K 0.29% 81
2024
Q3 		$550K Buy
18,991
+376
+2% +$11K 0.37% 64
2024
Q2 		$521K Sell
18,615
-800
-4% -$22K 0.37% 59
2024
Q1 		$539K Buy
+19,415
New +$539K 0.41% 57

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
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

Wealth Group's PFE Position: Q2 2026 in Review

Wealth Group opened a new position in Pfizer (PFE) in Q2 2026: 13,923 shares worth $335K. The stake represents 0.08% of the portfolio and ranks #91 among its holdings. This is a return to the name: Wealth Group previously reported a position in PFE as recently as Q2 2025.

Wealth Group first reported a position in PFE in Q1 2024 and has held it in 7 quarters since. The position peaked at $550K in Q3 2024. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wealth Group held 13,923 shares of Pfizer worth $335K as of Q2 2026.
  • Pfizer was a new Wealth Group position in Q2 2026.
  • Pfizer made up 0.08% of Wealth Group's portfolio in Q2 2026, its #91 holding.
  • Wealth Group first reported a position in Pfizer in Q1 2024 and has held it in 7 quarters since.
  • Wealth Group's Pfizer position peaked at $550K in Q3 2024.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.