EverSource Wealth Advisors’s Pfizer PFE Stock Holding History

EverSource 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	$626K	Sell	26,002 -9,593	-27%	-$251K	0.02%	485
2026 Q1	$999K	Buy	35,595 +14,179	+66%	+$377K	0.03%	379
2025 Q4	$533K	Sell	21,416 -831	-4%	-$21K	0.02%	522
2025 Q3	$567K	Buy	22,247 +1,012	+5%	+$25K	0.02%	456
2025 Q2	$515K	Sell	21,235 -6,760	-24%	-$158K	0.02%	443
2025 Q1	$709K	Sell	27,995 -7,440	-21%	-$195K	0.04%	313
2024 Q4	$940K	Buy	35,435 +500	+1%	+$13.6K	0.05%	251
2024 Q3	$1.01M	Buy	34,935 +308	+0.9%	+$8.98K	0.06%	218
2024 Q2	$1.06M	Buy	34,627 +8,681	+33%	+$239K	0.07%	206
2024 Q1	$665K	Buy	25,946 +7,331	+39%	+$203K	0.05%	233
2023 Q4	$536K	Sell	18,615 -1,931	-9%	-$58.4K	0.05%	238
2023 Q3	$682K	Sell	20,546 -3,006	-13%	-$106K	0.07%	192
2023 Q2	$864K	Sell	23,552 -763	-3%	-$29.7K	0.1%	171
2023 Q1	$992K	Sell	24,315 -1,034	-4%	-$44.7K	0.12%	143
2022 Q4	$1.3M	Buy	25,349 +3,343	+15%	+$160K	0.2%	97
2022 Q3	$962K	Buy	22,006 +12,061	+121%	+$586K	0.22%	83
2022 Q2	$521K	Sell	9,945 -134	-1%	-$6.83K	0.13%	140
2022 Q1	$522K	Buy	10,079 +1,494	+17%	+$77.5K	0.13%	141
2021 Q4	$507K	Buy	+8,585	New	+$425K	0.14%	116

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EverSource Wealth Advisors's PFE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pfizer (PFE) stake by 27% in Q2 2026, selling an estimated $251K and leaving 26,002 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #485.

EverSource Wealth Advisors first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

EverSource Wealth Advisors held 26,002 shares of Pfizer worth $626K as of Q2 2026.
EverSource Wealth Advisors sold 9,593 Pfizer shares in Q2 2026, an estimated $251K.
Pfizer made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #485 holding.
EverSource Wealth Advisors first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Pfizer position peaked at $1.3M in Q4 2022.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.