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Kingsview Wealth Management’s Pfizer PFE Stock Holding History

Kingsview Wealth Management’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
2022
Q1 		– Sell
-2,000
Closed -$100K – 977
2021
Q4 		$100K Buy
+2,000
New +$99.1K ﹤0.01% 888

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

Kingsview Wealth Management's PFE Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Pfizer (PFE) stake by 4.2% in Q2 2026, selling an estimated $241K and leaving 212,065 shares worth $5.11M. The position accounts for 0.06% of the portfolio, ranked #291.

Kingsview Wealth Management first reported a position in PFE in Q1 2017 and has held it in 38 quarters since. The position peaked at $8.27M in Q2 2024. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Kingsview Wealth Management held 212,065 shares of Pfizer worth $5.11M as of Q2 2026.
  • Kingsview Wealth Management sold 9,198 Pfizer shares in Q2 2026, an estimated $241K.
  • Pfizer made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Kingsview Wealth Management first reported a position in Pfizer in Q1 2017 and has held it in 38 quarters since.
  • Kingsview Wealth Management's Pfizer position peaked at $8.27M in Q2 2024.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.