Evolution Wealth Advisors’s Pfizer PFE Stock Holding History

Evolution 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	–	Sell	-12,210	Closed	-$343K	–	192
2026 Q1	$343K	Buy	+12,210	New	+$325K	0.03%	128
2021 Q4	–	Sell	-659	Closed	-$28K	–	496
2021 Q3	$28K	Hold	659	–	–	0.01%	281
2021 Q2	$26K	Sell	659 -1,422	-68%	-$55.3K	0.01%	276
2021 Q1	$75K	Buy	2,081 +172	+9%	+$6.11K	0.02%	170
2020 Q4	$70K	Sell	1,909 -8,035	-81%	-$295K	0.02%	161
2020 Q3	$346K	Buy	9,944 +9,342	+1,552%	+$328K	0.09%	77
2020 Q2	$19K	Buy	602 +191	+46%	+$6.49K	0.01%	206
2020 Q1	$13K	Sell	411 -274	-40%	-$9.34K	0.01%	188
2019 Q4	$25K	Buy	685 +256	+60%	+$9.12K	0.01%	207
2019 Q3	$15K	Sell	429 -403	-48%	-$14.7K	0.01%	132
2019 Q2	$34K	Buy	+832	New	+$33K	0.01%	97

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

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

Evolution Wealth Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 12,210 shares — an estimated $343K sold.

Evolution Wealth Advisors first reported a position in PFE in Q2 2019 and held it in 11 quarters. The position peaked at $346K in Q3 2020. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Evolution Wealth Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 12,210 Pfizer shares in Q2 2026, an estimated $343K.
Evolution Wealth Advisors first reported a position in Pfizer in Q2 2019 and held it in 11 quarters.
Evolution Wealth Advisors's Pfizer position peaked at $346K in Q3 2020.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.