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Woodward Diversified Capital’s Pfizer PFE Stock Holding History

Woodward Diversified Capital’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 		$769K Sell
31,933
-33
-0.1% -$863 0.34% 72
2026
Q1 		$881K Buy
31,966
+1,794
+6% +$47.8K 0.4% 60
2025
Q4 		$751K Buy
30,172
+623
+2% +$15.7K 0.34% 74
2025
Q3 		$753K Buy
29,549
+494
+2% +$12.2K 0.35% 78
2025
Q2 		$704K Buy
29,055
+12,491
+75% +$291K 0.36% 74
2025
Q1 		$420K Buy
16,564
+1,082
+7% +$28.3K 0.3% 82
2024
Q4 		$411K Sell
15,482
-7,517
-33% -$204K 0.3% 75
2024
Q3 		$666K Sell
22,999
-17,087
-43% -$498K 0.42% 69
2024
Q2 		$1.12M Sell
40,086
-3,969
-9% -$109K 0.66% 37
2024
Q1 		$1.22M Buy
44,055
+2,370
+6% +$65.8K 0.76% 32
2023
Q4 		$1.2M Buy
41,685
+215
+0.5% +$6.5K 0.75% 31
2023
Q3 		$1.38M Buy
41,470
+4,396
+12% +$155K 0.99% 19
2023
Q2 		$1.36M Buy
37,074
+197
+0.5% +$7.67K 1.03% 21
2023
Q1 		$1.5M Buy
36,877
+433
+1% +$18.7K 1.18% 14
2022
Q4 		$1.87M Buy
36,444
+373
+1% +$17.9K 1.5% 10
2022
Q3 		$1.58M Sell
36,071
-3,059
-8% -$149K 1.3% 14
2022
Q2 		$2.05M Buy
39,130
+257
+0.7% +$13.1K 1.57% 13
2022
Q1 		$2.01M Buy
38,873
+1,485
+4% +$77K 1.32% 13
2021
Q4 		$2.21M Buy
37,388
+3,875
+12% +$192K 1.3% 11
2021
Q3 		$1.44M Buy
33,513
+676
+2% +$29.9K 0.9% 22
2021
Q2 		$1.29M Sell
32,837
-2,020
-6% -$78.6K 0.73% 35
2021
Q1 		$1.26M Sell
34,857
-488
-1% -$17.3K 0.74% 35
2020
Q4 		$1.3M Buy
+35,345
New +$1.3M 0.84% 32

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

Woodward Diversified Capital's PFE Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Pfizer (PFE) stake by 0.1% in Q2 2026, selling an estimated $863 and leaving 31,933 shares worth $769K. The position accounts for 0.34% of the portfolio, ranked #72.

Woodward Diversified Capital first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.21M in Q4 2021. 1,338 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Woodward Diversified Capital held 31,933 shares of Pfizer worth $769K as of Q2 2026.
  • Woodward Diversified Capital sold 33 Pfizer shares in Q2 2026, an estimated $863.
  • Pfizer made up 0.34% of Woodward Diversified Capital's portfolio in Q2 2026, its #72 holding.
  • Woodward Diversified Capital first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's Pfizer position peaked at $2.21M in Q4 2021.
  • 1,338 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.