MN Wealth Advisors’s Pfizer PFE Stock Holding History

MN 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	–	Sell	-9,260	Closed	-$260K	–	137
2026 Q1	$260K	Sell	9,260 -60	-0.6%	-$1.6K	0.13%	104
2025 Q4	$232K	Sell	9,320 -3,253	-26%	-$82K	0.12%	111
2025 Q3	$320K	Sell	12,573 -3,848	-23%	-$95K	0.17%	88
2025 Q2	$398K	Sell	16,421 -959	-6%	-$22.4K	0.23%	78
2025 Q1	$440K	Sell	17,380 -3,924	-18%	-$103K	0.26%	71
2024 Q4	$565K	Sell	21,304 -4,908	-19%	-$133K	0.32%	61
2024 Q3	$759K	Sell	26,212 -8,097	-24%	-$236K	0.43%	47
2024 Q2	$972K	Buy	34,309 +8,936	+35%	+$246K	0.56%	40
2024 Q1	$704K	Buy	+25,373	New	+$704K	0.44%	50

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

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

MN Wealth Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 9,260 shares — an estimated $260K sold.

MN Wealth Advisors first reported a position in PFE in Q1 2024 and held it in 9 quarters. The position peaked at $972K in Q2 2024. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

MN Wealth Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
MN Wealth Advisors sold 9,260 Pfizer shares in Q2 2026, an estimated $260K.
MN Wealth Advisors first reported a position in Pfizer in Q1 2024 and held it in 9 quarters.
MN Wealth Advisors's Pfizer position peaked at $972K in Q2 2024.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.