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 Q3	$4.82K	Hold	169	–	–	﹤0.01%	143
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

WestEnd Advisors's PFE Position: Q3 2026 in Review

WestEnd Advisors held its Pfizer (PFE) position steady in Q3 2026 at 169 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

WestEnd Advisors first reported a position in PFE in Q3 2019 and has held it in 19 quarters since. The position peaked at $28M in Q1 2020. 2,002 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

WestEnd Advisors held 169 shares of Pfizer worth $4.82K as of Q3 2026.
WestEnd Advisors left its Pfizer share count unchanged in Q3 2026.
Pfizer made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #143 holding.
WestEnd Advisors first reported a position in Pfizer in Q3 2019 and has held it in 19 quarters since.
WestEnd Advisors's Pfizer position peaked at $28M in Q1 2020.
2,002 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.