KPWG
PFE icon

KFA Private Wealth Group’s Pfizer PFE Stock Holding History

KFA Private Wealth Group’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
Q1 		– Sell
-16,270
Closed -$405K – 166
2025
Q4 		$405K Buy
16,270
+5,055
+45% +$127K 0.1% 96
2025
Q3 		$286K Buy
+11,215
New +$277K 0.08% 113

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

KFA Private Wealth Group's PFE Position: Q1 2026 in Review

KFA Private Wealth Group sold out of Pfizer (PFE) in Q1 2026, closing a stake of 16,270 shares — an estimated $405K sold.

KFA Private Wealth Group first reported a position in PFE in Q3 2025 and held it in 2 quarters. The position peaked at $405K in Q4 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • KFA Private Wealth Group reported no remaining Pfizer position as of Q1 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 16,270 Pfizer shares in Q1 2026, an estimated $405K.
  • KFA Private Wealth Group first reported a position in Pfizer in Q3 2025 and held it in 2 quarters.
  • KFA Private Wealth Group's Pfizer position peaked at $405K in Q4 2025.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.