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Wealthquest’s Pfizer PFE Stock Holding History

Wealthquest’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 		$446K Sell
18,507
-2,176
-11% -$56.9K 0.03% 102
2026
Q1 		$581K Buy
20,683
+2,263
+12% +$60.2K 0.04% 80
2025
Q4 		$459K Buy
18,420
+1,278
+7% +$32.2K 0.03% 88
2025
Q3 		$437K Buy
17,142
+1,744
+11% +$43K 0.03% 42
2025
Q2 		$373K Buy
15,398
+866
+6% +$20.2K 0.03% 92
2025
Q1 		$368K Sell
14,532
-1,612
-10% -$42.2K 0.03% 89
2024
Q4 		$428K Buy
16,144
+254
+2% +$6.89K 0.03% 82
2024
Q3 		$456K Sell
15,890
-224
-1% -$6.53K 0.04% 78
2024
Q2 		$451K Buy
16,114
+49
+0.3% +$1.35K 0.05% 76
2024
Q1 		$446K Sell
16,065
-218
-1% -$6.05K 0.05% 76
2023
Q4 		$469K Buy
16,283
+3
+0% +$91 0.05% 78
2023
Q3 		$540K Sell
16,280
-1,853
-10% -$65.5K 0.07% 72
2023
Q2 		$665K Sell
18,133
-68
-0.4% -$2.65K 0.08% 65
2023
Q1 		$743K Sell
18,201
-10
-0.1% -$432 0.1% 58
2022
Q4 		$933K Buy
18,211
+290
+2% +$13.9K 0.12% 55
2022
Q3 		$784K Hold
17,921
– – 0.11% 57
2022
Q2 		$939K Sell
17,921
-4,629
-21% -$236K 0.14% 53
2022
Q1 		$1.33M Hold
22,550
– – 0.2% 47
2021
Q4 		$1.33M Buy
22,550
+379
+2% +$18.8K 0.2% 47
2021
Q3 		$953K Buy
22,171
+43
+0.2% +$1.91K 0.16% 54
2021
Q2 		$866K Sell
22,128
-33
-0.1% -$1.28K 0.15% 57
2021
Q1 		$802K Buy
22,161
+121
+0.5% +$4.3K 0.15% 58
2020
Q4 		$811K Sell
22,040
-828
-4% -$30.4K 0.17% 56
2020
Q3 		$796K Hold
22,868
– – 0.2% 49
2020
Q2 		$709K Buy
+22,868
New +$777K 0.18% 54
2019
Q4 		$808K Sell
21,757
-242
-1% -$8.62K 0.23% 65
2019
Q3 		$749K Sell
21,999
-1,202
-5% -$43.7K 0.25% 62
2019
Q2 		$953K Buy
23,201
+1,743
+8% +$69.2K 0.36% 56
2019
Q1 		$864K Buy
21,458
+510
+2% +$20.4K 0.33% 56
2018
Q4 		$867K Buy
+20,948
New +$870K 0.36% 50
2015
Q3 		– Sell
-10,253
Closed -$326K – 50
2015
Q2 		$326K Buy
10,253
+1,266
+14% +$41.3K 0.48% 26
2015
Q1 		$297K Sell
8,987
-232
-3% -$7.38K 0.43% 33
2014
Q4 		$272K Buy
+9,219
New +$264K 0.28% 44

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

Wealthquest's PFE Position: Q2 2026 in Review

Wealthquest reduced its Pfizer (PFE) stake by 11% in Q2 2026, selling an estimated $56.9K and leaving 18,507 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #102.

Wealthquest first reported a position in PFE in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.33M in Q1 2022. 985 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wealthquest held 18,507 shares of Pfizer worth $446K as of Q2 2026.
  • Wealthquest sold 2,176 Pfizer shares in Q2 2026, an estimated $56.9K.
  • Pfizer made up 0.03% of Wealthquest's portfolio in Q2 2026, its #102 holding.
  • Wealthquest first reported a position in Pfizer in Q4 2014 and has held it in 33 quarters since.
  • Wealthquest's Pfizer position peaked at $1.33M in Q1 2022.
  • 985 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.