Wetzel Investment Advisors’s Pfizer PFE Stock Holding History

Wetzel Investment 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	$467K	Sell	19,402 -2,213	-10%	-$57.9K	0.16%	75
2026 Q1	$607K	Buy	21,615 +1,611	+8%	+$42.9K	0.24%	62
2025 Q4	$498K	Sell	20,004 -70	-0.3%	-$1.76K	0.2%	72
2025 Q3	$511K	Buy	20,074 +1,317	+7%	+$32.5K	0.22%	68
2025 Q2	$455K	Buy	18,757 +10,472	+126%	+$244K	0.21%	71
2025 Q1	$210K	Sell	8,285 -142	-2%	-$3.72K	0.11%	114
2024 Q4	$224K	Sell	8,427 -2,270	-21%	-$61.6K	0.11%	113
2024 Q3	$310K	Sell	10,697 -1,410	-12%	-$41.1K	0.16%	91
2024 Q2	$336K	Sell	12,107 -420	-3%	-$11.6K	0.19%	81
2024 Q1	$318K	Buy	12,527 +1,821	+17%	+$50.5K	0.19%	83
2023 Q4	$308K	Buy	+10,706	New	+$324K	0.19%	82

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Wetzel Investment Advisors's PFE Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Pfizer (PFE) stake by 10% in Q2 2026, selling an estimated $57.9K and leaving 19,402 shares worth $467K. The position accounts for 0.16% of the portfolio, ranked #75.

Wetzel Investment Advisors first reported a position in PFE in Q4 2023 and has held it in 11 quarters since. The position peaked at $607K in Q1 2026. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Wetzel Investment Advisors held 19,402 shares of Pfizer worth $467K as of Q2 2026.
Wetzel Investment Advisors sold 2,213 Pfizer shares in Q2 2026, an estimated $57.9K.
Pfizer made up 0.16% of Wetzel Investment Advisors's portfolio in Q2 2026, its #75 holding.
Wetzel Investment Advisors first reported a position in Pfizer in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Pfizer position peaked at $607K in Q1 2026.
1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.