West Wealth Group
PFE icon

West Wealth Group’s Pfizer PFE Stock Holding History

West 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
Q3 		$381K Buy
138,226
+128,727
+1,355% +$3.42M 0.06% 105
2026
Q2 		$229K Buy
9,499
+1,110
+13% +$29K 0.04% 131
2026
Q1 		$236K Buy
8,389
+152
+2% +$4.05K 0.05% 120
2025
Q4 		$205K Buy
+8,237
New +$208K 0.04% 125
2023
Q1 		– Sell
-4,496
Closed -$230K – 81
2022
Q4 		$230K Buy
+4,496
New +$216K 0.11% 60
2022
Q3 		– Sell
-4,297
Closed -$225K – 65
2022
Q2 		$225K Sell
4,297
-191
-4% -$9.7K 0.1% 62
2022
Q1 		$232K Buy
4,488
+7
+0.2% +$363 0.09% 55
2021
Q4 		$264K Buy
+4,481
New +$222K 0.1% 45

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

West Wealth Group's PFE Position: Q3 2026 in Review

West Wealth Group increased its Pfizer (PFE) stake by 1,355% in Q3 2026, buying an estimated $3.42M and bringing the position to 138,226 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #105.

West Wealth Group first reported a position in PFE in Q4 2021 and has held it in 8 quarters since. 648 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • West Wealth Group held 138,226 shares of Pfizer worth $381K as of Q3 2026.
  • West Wealth Group bought 128,727 Pfizer shares in Q3 2026, an estimated $3.42M.
  • Pfizer made up 0.06% of West Wealth Group's portfolio in Q3 2026, its #105 holding.
  • West Wealth Group first reported a position in Pfizer in Q4 2021 and has held it in 8 quarters since.
  • 648 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.