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New England Capital Financial Advisors’s Pfizer PFE Stock Holding History

New England Capital Financial 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 		$138K Sell
5,713
-13
-0.2% -$340 0.03% 82
2026
Q1 		$161K Buy
5,726
+6
+0.1% +$160 0.04% 68
2025
Q4 		$142K Buy
5,720
+7
+0.1% +$177 0.06% 76
2025
Q3 		$146K Sell
5,713
-814
-12% -$20.1K 0.06% 71
2025
Q2 		$158K Buy
6,527
+202
+3% +$4.71K 0.07% 62
2025
Q1 		$160K Buy
6,325
+9
+0.1% +$236 0.08% 58
2024
Q4 		$168K Buy
6,316
+9
+0.1% +$244 0.08% 59
2024
Q3 		$183K Sell
6,307
-294
-4% -$8.58K 0.09% 53
2024
Q2 		$185K Buy
6,601
+8
+0.1% +$220 0.1% 53
2024
Q1 		$183K Buy
6,593
+9
+0.1% +$250 0.1% 51
2023
Q4 		$190K Buy
6,584
+19
+0.3% +$574 0.11% 54
2023
Q3 		$218K Buy
6,565
+20
+0.3% +$707 0.15% 51
2023
Q2 		$240K Sell
6,545
-69
-1% -$2.69K 0.16% 46
2023
Q1 		$270K Buy
6,614
+9
+0.1% +$389 0.19% 42
2022
Q4 		$298K Buy
+6,605
New +$317K 0.21% 40

Other funds holding PFE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 England Capital Financial Advisors's PFE Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Pfizer (PFE) stake by 0.23% in Q2 2026, selling an estimated $340 and leaving 5,713 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #82.

New England Capital Financial Advisors first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $298K in Q4 2022. 1,496 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • New England Capital Financial Advisors held 5,713 shares of Pfizer worth $138K as of Q2 2026.
  • New England Capital Financial Advisors sold 13 Pfizer shares in Q2 2026, an estimated $340.
  • Pfizer made up 0.03% of New England Capital Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • New England Capital Financial Advisors first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Pfizer position peaked at $298K in Q4 2022.
  • 1,496 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.