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Whitney & Co’s Pfizer PFE Stock Holding History

Whitney & Co’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 		– Sell
-9,852
Closed -$277K – 183
2026
Q1 		$277K Sell
9,852
-615
-6% -$16.4K 0.02% 149
2025
Q4 		$261K Buy
+10,467
New +$264K 0.02% 152
2023
Q2 		– Sell
-181,699
Closed -$7.41M – 124
2023
Q1 		$7.41M Sell
181,699
-5,895
-3% -$255K 1.17% 34
2022
Q4 		$9.61M Sell
187,594
-5,054
-3% -$242K 1.76% 21
2022
Q3 		$8.43M Sell
192,648
-11,637
-6% -$565K 1.64% 21
2022
Q2 		$10.7M Buy
204,285
+784
+0.4% +$40K 1.95% 18
2022
Q1 		$10.5M Buy
203,501
+1,653
+0.8% +$85.8K 1.62% 19
2021
Q4 		$11.9M Buy
201,848
+518
+0.3% +$25.7K 1.75% 15
2021
Q3 		$8.66M Buy
201,330
+3,371
+2% +$149K 1.38% 30
2021
Q2 		$7.75M Buy
197,959
+4,140
+2% +$161K 1.24% 36
2021
Q1 		$7.02M Buy
193,819
+7,743
+4% +$275K 1.23% 38
2020
Q4 		$6.94M Sell
186,076
-13,529
-7% -$496K 1.12% 37
2020
Q3 		$6.95M Buy
199,605
+6,131
+3% +$215K 1.3% 30
2020
Q2 		$6M Buy
193,474
+5,933
+3% +$202K 1.23% 32
2020
Q1 		$5.81M Buy
187,541
+5,327
+3% +$182K 1.43% 25
2019
Q4 		$6.77M Buy
182,214
+890
+0.5% +$31.7K 1.35% 27
2019
Q3 		$6.54M Buy
181,324
+90,508
+100% +$3.29M 1.37% 26
2019
Q2 		$3.73M Buy
90,816
+78,892
+662% +$3.13M 0.84% 50
2019
Q1 		$459K Buy
+11,924
New +$478K 0.1% 84
2018
Q4 		– Sell
-4,603
Closed -$191K – 349
2018
Q3 		$191K Buy
4,603
+864
+23% +$33.3K 0.05% 108
2018
Q2 		$129K Sell
3,739
-178
-5% -$6.08K 0.03% 119
2018
Q1 		$132K Buy
+3,917
New +$135K 0.04% 122

Other funds holding PFE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whitney & Co's PFE Position: Q2 2026 in Review

Whitney & Co sold out of Pfizer (PFE) in Q2 2026, closing a stake of 9,852 shares — an estimated $277K sold.

Whitney & Co first reported a position in PFE in Q1 2018 and held it in 22 quarters. The position peaked at $11.9M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Whitney & Co reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Whitney & Co sold 9,852 Pfizer shares in Q2 2026, an estimated $277K.
  • Whitney & Co first reported a position in Pfizer in Q1 2018 and held it in 22 quarters.
  • Whitney & Co's Pfizer position peaked at $11.9M in Q4 2021.
  • 1,308 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.