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Beverly Hills Private Wealth’s Pfizer PFE Stock Holding History

Beverly Hills Private Wealth’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
-16,264
Closed -$457K – 336
2026
Q1 		$457K Sell
16,264
-7,173
-31% -$191K 0.08% 202
2025
Q4 		$584K Sell
23,437
-4,518
-16% -$114K 0.1% 160
2025
Q3 		$712K Buy
27,955
+421
+2% +$10.4K 0.13% 147
2025
Q2 		$667K Sell
27,534
-829
-3% -$19.3K 0.13% 148
2025
Q1 		$719K Buy
28,363
+2,855
+11% +$74.7K 0.14% 140
2024
Q4 		$677K Sell
25,508
-3,643
-12% -$98.8K 0.14% 141
2024
Q3 		$844K Sell
29,151
-8,520
-23% -$249K 0.17% 135
2024
Q2 		$1.05M Sell
37,671
-1,408
-4% -$38.8K 0.23% 111
2024
Q1 		$1.08M Buy
39,079
+6,482
+20% +$180K 0.25% 96
2023
Q4 		$938K Sell
32,597
-47,842
-59% -$1.45M 0.25% 96
2023
Q3 		$2.67M Sell
80,439
-69,893
-46% -$2.47M 0.79% 30
2023
Q2 		$5.26M Buy
150,332
+62,835
+72% +$2.45M 0.87% 27
2023
Q1 		$3.57M Buy
87,497
+30,387
+53% +$1.31M 1.11% 18
2022
Q4 		$2.93M Buy
+57,110
New +$2.74M 1.28% 14

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beverly Hills Private Wealth's PFE Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Pfizer (PFE) in Q2 2026, closing a stake of 16,264 shares — an estimated $457K sold.

Beverly Hills Private Wealth first reported a position in PFE in Q4 2022 and held it in 14 quarters. The position peaked at $5.26M in Q2 2023. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 16,264 Pfizer shares in Q2 2026, an estimated $457K.
  • Beverly Hills Private Wealth first reported a position in Pfizer in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Pfizer position peaked at $5.26M in Q2 2023.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.