Kingswood Wealth Advisors’s Pfizer PFE Stock Holding History

Kingswood 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	$1.92M	Sell	79,869 -4,647	-5%	-$122K	0.08%	267
2026 Q1	$2.37M	Buy	84,516 +13,655	+19%	+$364K	0.11%	205
2025 Q4	$1.76M	Buy	70,861 +11,021	+18%	+$278K	0.09%	240
2025 Q3	$1.52M	Buy	59,840 +4,704	+9%	+$116K	0.09%	227
2025 Q2	$1.34M	Buy	55,136 +1,573	+3%	+$36.7K	0.11%	208
2025 Q1	$1.35M	Sell	53,563 -10,207	-16%	-$267K	0.12%	197
2024 Q4	$1.69M	Sell	63,770 -46,198	-42%	-$1.25M	0.13%	170
2024 Q3	$3.18M	Buy	109,968 +4,674	+4%	+$136K	0.23%	107
2024 Q2	$2.95M	Buy	105,294 +58,825	+127%	+$1.62M	0.27%	81
2024 Q1	$1.29M	Sell	46,469 -1,472	-3%	-$40.8K	0.15%	160
2023 Q4	$1.38M	Buy	47,941 +35,729	+293%	+$1.08M	0.16%	149
2023 Q3	$2.7M	Sell	12,212 -1,983	-14%	-$70.1K	0.46%	53
2023 Q2	$521K	Buy	+14,195	New	+$553K	0.17%	132

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

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

Kingswood Wealth Advisors reduced its Pfizer (PFE) stake by 5.5% in Q2 2026, selling an estimated $122K and leaving 79,869 shares worth $1.92M. The position accounts for 0.08% of the portfolio, ranked #267.

Kingswood Wealth Advisors first reported a position in PFE in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.18M in Q3 2024. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Kingswood Wealth Advisors held 79,869 shares of Pfizer worth $1.92M as of Q2 2026.
Kingswood Wealth Advisors sold 4,647 Pfizer shares in Q2 2026, an estimated $122K.
Pfizer made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #267 holding.
Kingswood Wealth Advisors first reported a position in Pfizer in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Pfizer position peaked at $3.18M in Q3 2024.
2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.