BRWA
PFE icon

B. Riley Wealth Advisors’s Pfizer PFE Stock Holding History

B. Riley Wealth 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 		$2.21M Sell
90,498
-7,592
-8% -$199K 0.12% 169
2026
Q1 		$2.72M Sell
98,090
-4,326
-4% -$115K 0.17% 129
2025
Q4 		$2.55M Sell
102,416
-15,404
-13% -$388K 0.12% 175
2025
Q3 		$3M Sell
117,820
-29,411
-20% -$726K 0.14% 148
2025
Q2 		$3.57M Buy
+147,231
New +$3.43M 0.17% 127
2024
Q4 		$6.62M Sell
249,606
-51,067
-17% -$1.39M 0.22% 103
2024
Q3 		$8.63M Sell
300,673
-64,478
-18% -$1.88M 0.24% 87
2024
Q2 		$10.2M Buy
365,151
+37,455
+11% +$1.03M 0.26% 80
2024
Q1 		$10.9M Buy
327,696
+49,129
+18% +$1.36M 0.29% 71
2023
Q4 		$8.02M Sell
278,567
-49,129
-15% -$1.49M 0.22% 101
2023
Q3 		$10.9M Sell
327,696
-1,078
-0.3% -$38.1K 0.29% 71
2023
Q2 		$12.1M Sell
328,774
-19,825
-6% -$772K 0.27% 78
2023
Q1 		$14.2M Buy
348,599
+2,354
+0.7% +$102K 0.38% 53
2022
Q4 		$17.7M Buy
346,245
+9,214
+3% +$442K 0.5% 40
2022
Q3 		$14.8M Buy
337,031
+141,534
+72% +$6.88M 0.45% 45
2022
Q2 		$10.3M Sell
195,497
-22,867
-10% -$1.17M 0.43% 49
2022
Q1 		$11.3M Sell
218,364
-130,802
-37% -$6.79M 0.37% 52
2021
Q4 		$20.6M Sell
349,166
-475
-0.1% -$23.5K 0.59% 22
2021
Q3 		$15M Buy
349,641
+15,223
+5% +$674K 0.48% 37
2021
Q2 		$13.1M Buy
334,418
+93,382
+39% +$3.63M 0.42% 41
2021
Q1 		$8.74M Buy
241,036
+77,592
+47% +$2.75M 0.31% 64
2020
Q4 		$6.02M Sell
163,444
-26,570
-14% -$975K 0.32% 71
2020
Q3 		$6.49M Buy
190,014
+54,716
+40% +$1.92M 0.35% 69
2020
Q2 		$4.2M Buy
135,298
+1,672
+1% +$56.8K 0.28% 90
2020
Q1 		$4.14M Sell
133,626
-11,830
-8% -$403K 0.35% 65
2019
Q4 		$5.41M Buy
145,456
+9,613
+7% +$342K 0.46% 47
2019
Q3 		$4.63M Buy
135,843
+28,464
+27% +$1.04M 0.46% 42
2019
Q2 		$4.42M Buy
107,379
+16,356
+18% +$649K 0.48% 40
2019
Q1 		$3.67M Sell
91,023
-301
-0.3% -$12.1K 0.46% 51
2018
Q4 		$3.79M Buy
91,324
+1,093
+1% +$45.4K 0.54% 39
2018
Q3 		$3.77M Buy
90,231
+5,929
+7% +$228K 0.45% 53
2018
Q2 		$2.9M Buy
84,302
+2,294
+3% +$78.4K 0.38% 59
2018
Q1 		$2.76M Sell
82,008
-33,384
-29% -$1.15M 0.39% 62
2017
Q4 		$3.97M Buy
115,392
+228
+0.2% +$7.77K 0.54% 39
2017
Q3 		$3.9M Buy
115,164
+1,184
+1% +$38.1K 0.65% 34
2017
Q2 		$3.63M Sell
113,980
-6,436
-5% -$203K 0.66% 29
2017
Q1 		$3.91M Buy
120,416
+824
+0.7% +$26K 0.78% 25
2016
Q4 		$3.69M Sell
119,592
-8,716
-7% -$266K 0.75% 29
2016
Q3 		$3.22M Sell
128,308
-13,415
-9% -$449K 0.63% 27
2016
Q2 		$3.78M Sell
141,723
-23,728
-14% -$757K 0.76% 21
2016
Q1 		$4.03M Buy
165,451
+37,314
+29% +$1.07M 0.93% 15
2015
Q4 		$3.92M Buy
128,137
+15,182
+13% +$478K 0.79% 20
2015
Q3 		$3.37M Buy
112,955
+16,330
+17% +$524K 0.81% 17
2015
Q2 		$3.08M Sell
96,625
-10,304
-10% -$336K 0.77% 19
2015
Q1 		$3.53M Sell
106,929
-62,871
-37% -$2M 0.86% 13
2014
Q4 		$27.6K Buy
169,800
+74,516
+78% +$2.14M 0.59% 19
2014
Q3 		$2.67M Sell
95,284
-77,400
-45% -$2.17M 0.7% 23
2014
Q2 		$2.58M Buy
172,684
+97,459
+130% +$2.78M 0.61% 21
2014
Q1 		$2.29M Buy
75,225
+534
+0.7% +$15.9K 0.69% 25
2013
Q4 		$2.17M Sell
74,691
-5,113
-6% -$149K 0.69% 25
2013
Q3 		$2.17M Buy
79,804
+1,289
+2% +$35.1K 0.74% 19
2013
Q2 		$2.09M Buy
+78,515
New +$2.17M 0.71% 22

Other funds holding PFE

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
Swedbank
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

B. Riley Wealth Advisors's PFE Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Pfizer (PFE) stake by 7.7% in Q2 2026, selling an estimated $199K and leaving 90,498 shares worth $2.21M. The position accounts for 0.12% of the portfolio, ranked #169.

B. Riley Wealth Advisors first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.6M in Q4 2021. 720 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • B. Riley Wealth Advisors held 90,498 shares of Pfizer worth $2.21M as of Q2 2026.
  • B. Riley Wealth Advisors sold 7,592 Pfizer shares in Q2 2026, an estimated $199K.
  • Pfizer made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • B. Riley Wealth Advisors first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Pfizer position peaked at $20.6M in Q4 2021.
  • 720 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.