Wellspring Financial Advisors’s Pfizer PFE Stock Holding History

Wellspring Financial Advisors’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	$147K	Sell	21,099 -338	-2%	-$8.84K	0.01%	280
2026 Q1	$178K	Sell	21,437 -3,843	-15%	-$102K	0.01%	267
2025 Q4	$312K	Buy	25,280 +7,068	+39%	+$178K	0.02%	198
2025 Q3	$162K	Buy	18,212 +1,507	+9%	+$37.2K	0.01%	166
2025 Q2	$98.2K	Buy	16,705 +724	+5%	+$16.9K	0.01%	178
2025 Q1	$74K	Sell	15,981 -712	-4%	-$18.6K	0.01%	137
2024 Q4	$78.5K	Buy	16,693 +5,560	+50%	+$151K	0.01%	144
2024 Q3	$87.7K	Buy	+11,133	New	+$325K	0.01%	162
2022 Q2	–	Sell	-2,980	Closed	-$154K	–	131
2022 Q1	$154K	Buy	+2,980	New	+$155K	0.05%	102

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wellspring Financial Advisors's PFE Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Pfizer (PFE) stake by 1.6% in Q2 2026, selling an estimated $8.84K and leaving 21,099 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #280.

Wellspring Financial Advisors first reported a position in PFE in Q1 2022 and has held it in 9 quarters since. The position peaked at $312K in Q4 2025. 901 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Wellspring Financial Advisors held 21,099 shares of Pfizer worth $147K as of Q2 2026.
Wellspring Financial Advisors sold 338 Pfizer shares in Q2 2026, an estimated $8.84K.
Pfizer made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #280 holding.
Wellspring Financial Advisors first reported a position in Pfizer in Q1 2022 and has held it in 9 quarters since.
Wellspring Financial Advisors's Pfizer position peaked at $312K in Q4 2025.
901 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.