WestEnd Advisors’s Pfizer PFE Stock Holding History

WestEnd 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	$4.07K	Buy	169 +18	+12%	+$471	﹤0.01%	134
2026 Q1	$4.24K	Hold	151	–	–	﹤0.01%	112
2025 Q4	$3.76K	Sell	151 -21	-12%	-$530	﹤0.01%	115
2025 Q3	$4.38K	Sell	172 -73	-30%	-$1.8K	﹤0.01%	102
2025 Q2	$5.94K	Buy	245 +26	+12%	+$606	﹤0.01%	98
2025 Q1	$5.55K	Buy	219 +144	+192%	+$3.77K	﹤0.01%	92
2024 Q4	$1.99K	Buy	75 +11	+17%	+$298	﹤0.01%	102
2024 Q3	$1.85K	Sell	64 -8	-11%	-$233	﹤0.01%	96
2024 Q2	$2.02K	Sell	72 -20	-22%	-$551	﹤0.01%	89
2024 Q1	$2.55K	Buy	92 +6	+7%	+$166	﹤0.01%	82
2023 Q4	$2.48K	Buy	86 +6	+8%	+$181	﹤0.01%	82
2023 Q3	$2.65K	Buy	+80	New	+$2.83K	﹤0.01%	77
2023 Q1	–	Sell	-66	Closed	-$2.85K	–	75
2022 Q4	$3.38K	Sell	66 -6	-8%	-$288	﹤0.01%	68
2022 Q3	$3K	Buy	72 +3	+4%	+$146	﹤0.01%	78
2022 Q2	$3.62K	Buy	+69	New	+$3.52K	﹤0.01%	75
2022 Q1	–	Sell	-43	Closed	-$2.23K	–	74
2021 Q4	$2.54K	Buy	+43	New	+$2.13K	﹤0.01%	74
2021 Q3	–	Hold	0	–	–	–	70
2021 Q2	–	Hold	0	–	–	–	73
2020 Q2	–	Sell	-902,863	Closed	-$28M	–	60
2020 Q1	$28M	Buy	+902,863	New	+$30.8M	2.34%	20
2019 Q4	–	Sell	-43	Closed	-$1.47K	–	72
2019 Q3	$1.47K	Buy	+43	New	+$1.56K	﹤0.01%	66

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

WestEnd Advisors's PFE Position: Q2 2026 in Review

WestEnd Advisors increased its Pfizer (PFE) stake by 12% in Q2 2026, buying an estimated $471 and bringing the position to 169 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

WestEnd Advisors first reported a position in PFE in Q3 2019 and has held it in 18 quarters since. The position peaked at $28M in Q1 2020. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

WestEnd Advisors held 169 shares of Pfizer worth $4.07K as of Q2 2026.
WestEnd Advisors bought 18 Pfizer shares in Q2 2026, an estimated $471.
Pfizer made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #134 holding.
WestEnd Advisors first reported a position in Pfizer in Q3 2019 and has held it in 18 quarters since.
WestEnd Advisors's Pfizer position peaked at $28M in Q1 2020.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.