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
2023 Q1	–	Sell	-10	Closed	-$31	–	646
2022 Q4	$31	Buy	+10	New	+$479	﹤0.01%	567
2022 Q1	–	Sell	-47	Closed	-$30K	–	796
2021 Q4	$30K	Buy	47 +8	+21%	+$396	﹤0.01%	688
2021 Q3	$7K	Buy	39 +29	+290%	+$1.28K	﹤0.01%	678
2021 Q2	$1K	Buy	10 +1	+11%	+$39	﹤0.01%	693
2021 Q1	$1K	Sell	9 -5	-36%	-$178	﹤0.01%	634
2020 Q4	$2K	Buy	14 +5	+56%	+$183	﹤0.01%	601
2020 Q3	$1K	Buy	+9	New	+$316	﹤0.01%	520

Other funds holding PFE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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. 1,218 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.
1,218 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.