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New Insight Wealth Advisors’s Pfizer PFE Stock Holding History

New Insight 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
Q1 		$4.1M Sell
145,941
-7,283
-5% -$194K 1.47% 21
2025
Q4 		$3.82M Buy
153,224
+61
+0% +$1.54K 1.36% 19
2025
Q3 		$3.9M Sell
153,163
-14,671
-9% -$362K 1.47% 21
2025
Q2 		$4.07M Buy
167,834
+31,696
+23% +$739K 1.67% 17
2025
Q1 		$3.45M Buy
+136,138
New +$3.56M 1.57% 19
2024
Q4 		– Sell
-7,297
Closed -$211K – 96
2024
Q3 		$211K Sell
7,297
-2,399
-25% -$70K 0.11% 87
2024
Q2 		$271K Sell
9,696
-6,482
-40% -$178K 0.16% 64
2024
Q1 		$449K Sell
16,178
-13,315
-45% -$369K 0.28% 46
2023
Q4 		$849K Buy
+29,493
New +$892K 0.57% 36

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

New Insight Wealth Advisors's PFE Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Pfizer (PFE) stake by 4.8% in Q1 2026, selling an estimated $194K and leaving 145,941 shares worth $4.1M. The position accounts for 1.47% of the portfolio, ranked #21.

New Insight Wealth Advisors first reported a position in PFE in Q4 2023 and has held it in 9 quarters since. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • New Insight Wealth Advisors held 145,941 shares of Pfizer worth $4.1M as of Q1 2026.
  • New Insight Wealth Advisors sold 7,283 Pfizer shares in Q1 2026, an estimated $194K.
  • Pfizer made up 1.47% of New Insight Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • New Insight Wealth Advisors first reported a position in Pfizer in Q4 2023 and has held it in 9 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.