Planning Strategies Inc.’s Pfizer PFE Stock Holding History

Planning Strategies Inc.’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	$69.1K	Buy	+2,869	New	+$75K	0.04%	131

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s PFE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Pfizer (PFE) in Q2 2026: 2,869 shares worth $69.1K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings.

1,091 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Planning Strategies Inc. held 2,869 shares of Pfizer worth $69.1K as of Q2 2026.
Pfizer was a new Planning Strategies Inc. position in Q2 2026.
Pfizer made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #131 holding.
1,091 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.