Wealthcare Advisory Partners’s Pfizer PFE Stock Holding History

Wealthcare Advisory Partners’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	$3.55M	Sell	147,571 -21,711	-13%	-$568K	0.07%	236
2026 Q1	$4.75M	Buy	169,282 +10,536	+7%	+$281K	0.09%	188
2025 Q4	$3.95M	Sell	158,746 -6,210	-4%	-$157K	0.08%	212
2025 Q3	$4.2M	Buy	164,956 +10,220	+7%	+$252K	0.09%	192
2025 Q2	$3.75M	Buy	154,736 +27,341	+21%	+$638K	0.09%	194
2025 Q1	$3.23M	Sell	127,395 -27,649	-18%	-$724K	0.09%	201
2024 Q4	$4.11M	Buy	155,044 +2,324	+2%	+$63K	0.11%	155
2024 Q3	$4.42M	Buy	152,720 +18,261	+14%	+$533K	0.13%	144
2024 Q2	$3.76M	Buy	134,459 +4,591	+4%	+$126K	0.12%	143
2024 Q1	$3.6M	Buy	129,868 +77,868	+150%	+$2.16M	0.12%	147
2023 Q4	$1.5M	Sell	52,000 -4,638	-8%	-$140K	0.06%	244
2023 Q3	$1.88M	Sell	56,638 -6,398	-10%	-$226K	0.09%	182
2023 Q2	$2.31M	Sell	63,036 -4,565	-7%	-$178K	0.1%	162
2023 Q1	$2.76M	Sell	67,601 -248	-0.4%	-$10.7K	0.12%	144
2022 Q4	$3.48M	Buy	67,849 +6,929	+11%	+$332K	0.17%	105
2022 Q3	$2.67M	Buy	60,920 +11,253	+23%	+$547K	0.15%	114
2022 Q2	$2.6M	Buy	49,667 +2,425	+5%	+$124K	0.16%	99
2022 Q1	$2.45M	Sell	47,242 -639	-1%	-$33.2K	0.15%	85
2021 Q4	$2.83M	Buy	47,881 +729	+2%	+$36.1K	0.17%	76
2021 Q3	$2.03M	Buy	47,152 +1,337	+3%	+$59.2K	0.13%	105
2021 Q2	$1.79M	Buy	45,815 +783	+2%	+$30.4K	0.12%	114
2021 Q1	$1.63M	Buy	45,032 +4,440	+11%	+$158K	0.12%	111
2020 Q4	$1.49M	Buy	40,592 +10,375	+34%	+$381K	0.13%	95
2020 Q3	$1.05M	Buy	30,217 +1,333	+5%	+$46.7K	0.12%	116
2020 Q2	$896K	Buy	28,884 +867	+3%	+$29.5K	0.11%	113
2020 Q1	$868K	Sell	28,017 -3,403	-11%	-$116K	0.13%	102
2019 Q4	$1.17M	Buy	31,420 +3,861	+14%	+$138K	0.15%	86
2019 Q3	$939K	Buy	27,559 +682	+3%	+$24.8K	0.14%	90
2019 Q2	$1.1M	Buy	26,877 +177	+0.7%	+$7.03K	0.18%	74
2019 Q1	$1.08M	Buy	26,700 +1,655	+7%	+$66.3K	0.18%	70
2018 Q4	$1.04M	Sell	25,045 -1,300	-5%	-$54K	0.2%	71
2018 Q3	$1.1M	Buy	26,345 +767	+3%	+$29.5K	0.2%	70
2018 Q2	$880K	Buy	25,578 +4,013	+19%	+$137K	0.17%	75
2018 Q1	$726K	Sell	21,565 -2,498	-10%	-$85.9K	0.16%	82
2017 Q4	$827K	Buy	24,063 +4,987	+26%	+$170K	0.21%	61
2017 Q3	$646K	Buy	19,076 +17,174	+903%	+$552K	0.19%	66
2017 Q2	$61K	Buy	1,902 +414	+28%	+$13.1K	0.03%	44
2017 Q1	$48K	Hold	1,488	–	–	0.03%	43
2016 Q4	$46K	Hold	1,488	–	–	0.03%	46
2016 Q3	$48K	Hold	1,488	–	–	0.03%	37
2016 Q2	$50K	Buy	+1,488	New	+$47.5K	0.04%	50

Other funds holding PFE

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthcare Advisory Partners's PFE Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Pfizer (PFE) stake by 13% in Q2 2026, selling an estimated $568K and leaving 147,571 shares worth $3.55M. The position accounts for 0.07% of the portfolio, ranked #236.

Wealthcare Advisory Partners first reported a position in PFE in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.75M in Q1 2026. 705 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Wealthcare Advisory Partners held 147,571 shares of Pfizer worth $3.55M as of Q2 2026.
Wealthcare Advisory Partners sold 21,711 Pfizer shares in Q2 2026, an estimated $568K.
Pfizer made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #236 holding.
Wealthcare Advisory Partners first reported a position in Pfizer in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's Pfizer position peaked at $4.75M in Q1 2026.
705 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.