N.E.W. Advisory Services’s Pfizer PFE Stock Holding History

N.E.W. Advisory Services’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	$149K	Sell	6,188 -3,081	-33%	-$80.6K	0.01%	251
2026 Q1	$260K	Buy	9,269 +1,508	+19%	+$40.1K	0.02%	193
2025 Q4	$193K	Buy	7,761 +1,387	+22%	+$35K	0.01%	208
2025 Q3	$162K	Buy	6,374 +1,842	+41%	+$45.5K	0.01%	204
2025 Q2	$110K	Sell	4,532 -255	-5%	-$5.95K	0.01%	235
2025 Q1	$121K	Buy	+4,787	New	+$125K	0.01%	254
2023 Q1	–	Sell	-4,599	Closed	-$236K	–	132
2022 Q4	$236K	Buy	+4,599	New	+$220K	0.04%	118
2022 Q3	–	Sell	-4,683	Closed	-$246K	–	134
2022 Q2	$246K	Sell	4,683 -908	-16%	-$46.3K	0.04%	115
2022 Q1	$203K	Sell	5,591 -169	-3%	-$8.77K	0.04%	123
2021 Q4	$340K	Buy	5,760 +4	+0.1%	+$198	0.05%	105
2021 Q3	$248K	Buy	5,756 +105	+2%	+$4.65K	0.04%	118
2021 Q2	$220K	Buy	5,651 +168	+3%	+$6.53K	0.04%	125
2021 Q1	$200K	Sell	5,483 -217	-4%	-$7.71K	0.04%	126
2020 Q4	$211K	Buy	+5,700	New	+$209K	0.04%	127

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

N.E.W. Advisory Services's PFE Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Pfizer (PFE) stake by 33% in Q2 2026, selling an estimated $80.6K and leaving 6,188 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #251.

N.E.W. Advisory Services first reported a position in PFE in Q4 2020 and has held it in 14 quarters since. The position peaked at $340K in Q4 2021. 2,028 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

N.E.W. Advisory Services held 6,188 shares of Pfizer worth $149K as of Q2 2026.
N.E.W. Advisory Services sold 3,081 Pfizer shares in Q2 2026, an estimated $80.6K.
Pfizer made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #251 holding.
N.E.W. Advisory Services first reported a position in Pfizer in Q4 2020 and has held it in 14 quarters since.
N.E.W. Advisory Services's Pfizer position peaked at $340K in Q4 2021.
2,028 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.