KA
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Kovack Advisors’s Pfizer PFE Stock Holding History

Kovack 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 		$2.25M Sell
94,107
-36,808
-28% -$963K 0.11% 181
2026
Q1 		$3.71M Sell
130,915
-13,036
-9% -$347K 0.2% 105
2025
Q4 		$3.58M Buy
143,951
+64,044
+80% +$1.62M 0.17% 113
2025
Q3 		$2.04M Sell
79,907
-3,801
-5% -$93.8K 0.19% 98
2025
Q2 		$2.03M Sell
83,708
-2,253
-3% -$52.5K 0.2% 98
2025
Q1 		$2.18M Sell
85,961
-20,962
-20% -$549K 0.23% 87
2024
Q4 		$2.84M Sell
106,923
-6,187
-5% -$168K 0.28% 67
2024
Q3 		$3.27M Sell
113,110
-7,321
-6% -$214K 0.35% 54
2024
Q2 		$3.37M Sell
120,431
-11,808
-9% -$325K 0.37% 50
2024
Q1 		$3.67M Buy
132,239
+35,854
+37% +$995K 0.44% 41
2023
Q4 		$2.77M Sell
96,385
-8,945
-8% -$270K 0.33% 58
2023
Q3 		$3.49M Buy
105,330
+4,963
+5% +$176K 0.49% 35
2023
Q2 		$3.68M Buy
100,367
+6,523
+7% +$254K 0.47% 38
2023
Q1 		$3.83M Sell
93,844
-2,900
-3% -$125K 0.52% 30
2022
Q4 		$4.96M Sell
96,744
-539
-0.6% -$25.8K 0.72% 17
2022
Q3 		$4.26M Sell
97,283
-1,345
-1% -$65.4K 0.63% 24
2022
Q2 		$5.17M Sell
98,628
-12,042
-11% -$614K 0.68% 14
2022
Q1 		$5.73M Sell
110,670
-4,635
-4% -$240K 0.59% 22
2021
Q4 		$6.81M Sell
115,305
-13,010
-10% -$645K 0.66% 19
2021
Q3 		$5.52M Buy
128,315
+13,182
+11% +$584K 0.6% 21
2021
Q2 		$4.51M Sell
115,133
-2,252
-2% -$87.6K 0.51% 30
2021
Q1 		$4.25M Buy
117,385
+15,303
+15% +$543K 0.55% 31
2020
Q4 		$3.76M Buy
102,082
+4,165
+4% +$153K 0.54% 31
2020
Q3 		$3.41M Buy
97,917
+29,826
+44% +$1.05M 0.61% 32
2020
Q2 		$2.11M Buy
68,091
+1,046
+2% +$35.5K 0.41% 61
2020
Q1 		$2.08M Sell
67,045
-8,592
-11% -$293K 0.48% 51
2019
Q4 		$2.81M Buy
75,637
+2,203
+3% +$78.5K 0.5% 44
2019
Q3 		$2.5M Buy
73,434
+14,100
+24% +$513K 0.51% 43
2019
Q2 		$2.44M Sell
59,334
-2,292
-4% -$91K 0.56% 38
2019
Q1 		$2.48M Buy
61,626
+587
+1% +$23.5K 0.62% 29
2018
Q4 		$2.53M Buy
61,039
+1,314
+2% +$54.5K 0.74% 25
2018
Q3 		$2.5M Buy
59,725
+6,023
+11% +$232K 0.64% 26
2018
Q2 		$1.85M Sell
53,702
-1,616
-3% -$55.2K 0.52% 36
2018
Q1 		$1.86M Sell
55,318
-3,840
-6% -$132K 0.47% 36
2017
Q4 		$2.03M Buy
59,158
+30,312
+105% +$1.03M 0.51% 33
2017
Q3 		$977K Buy
28,846
+11,481
+66% +$369K 0.32% 71
2017
Q2 		$553K Buy
17,365
+3,505
+25% +$111K 0.17% 148
2017
Q1 		$450K Buy
13,860
+4,551
+49% +$143K 0.18% 133
2016
Q4 		$287K Sell
9,309
-2,189
-19% -$66.8K 0.14% 167
2016
Q3 		$370K Buy
11,498
+2,001
+21% +$66.9K 0.18% 135
2016
Q2 		$317K Sell
9,497
-357
-4% -$11.4K 0.17% 148
2016
Q1 		$277K Sell
9,854
-206
-2% -$5.88K 0.17% 146
2015
Q4 		$308K Buy
+10,060
New +$316K 0.2% 135
2015
Q3 		– Sell
-6,690
Closed -$213K – 238
2015
Q2 		$213K Buy
+6,690
New +$218K 0.15% 172

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kovack Advisors's PFE Position: Q2 2026 in Review

Kovack Advisors reduced its Pfizer (PFE) stake by 28% in Q2 2026, selling an estimated $963K and leaving 94,107 shares worth $2.25M. The position accounts for 0.11% of the portfolio, ranked #181.

Kovack Advisors first reported a position in PFE in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.81M in Q4 2021. 1,179 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Kovack Advisors held 94,107 shares of Pfizer worth $2.25M as of Q2 2026.
  • Kovack Advisors sold 36,808 Pfizer shares in Q2 2026, an estimated $963K.
  • Pfizer made up 0.11% of Kovack Advisors's portfolio in Q2 2026, its #181 holding.
  • Kovack Advisors first reported a position in Pfizer in Q2 2015 and has held it in 44 quarters since.
  • Kovack Advisors's Pfizer position peaked at $6.81M in Q4 2021.
  • 1,179 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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