WinCap Financial’s Pfizer PFE Stock Holding History

WinCap Financial’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	$1.12M	Buy	46,496 +3,991	+9%	+$104K	0.6%	41
2026 Q1	$1.19M	Buy	42,505 +4,920	+13%	+$131K	0.79%	32
2025 Q4	$936K	Sell	37,585 -6,567	-15%	-$166K	0.64%	44
2025 Q3	$1.13M	Buy	44,152 +1,863	+4%	+$46K	0.78%	34
2025 Q2	$1.03M	Buy	42,289 +2,699	+7%	+$62.9K	0.82%	36
2025 Q1	$1M	Buy	39,590 +5,371	+16%	+$141K	0.95%	37
2024 Q4	$908K	Buy	+34,219	New	+$928K	0.93%	40

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

WinCap Financial's PFE Position: Q2 2026 in Review

WinCap Financial increased its Pfizer (PFE) stake by 9.4% in Q2 2026, buying an estimated $104K and bringing the position to 46,496 shares worth $1.12M. The position accounts for 0.6% of the portfolio, ranked #41.

WinCap Financial first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

WinCap Financial held 46,496 shares of Pfizer worth $1.12M as of Q2 2026.
WinCap Financial bought 3,991 Pfizer shares in Q2 2026, an estimated $104K.
Pfizer made up 0.6% of WinCap Financial's portfolio in Q2 2026, its #41 holding.
WinCap Financial first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
WinCap Financial's Pfizer position peaked at $1.19M in Q1 2026.
900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.