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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
Q2 		$3.61M Buy
150,050
+4,109
+3% +$107K 1.07% 32
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New Insight Wealth Advisors's PFE Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Pfizer (PFE) stake by 2.8% in Q2 2026, buying an estimated $107K and bringing the position to 150,050 shares worth $3.61M. The position accounts for 1.07% of the portfolio, ranked #32.

New Insight Wealth Advisors first reported a position in PFE in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.1M in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • New Insight Wealth Advisors held 150,050 shares of Pfizer worth $3.61M as of Q2 2026.
  • New Insight Wealth Advisors bought 4,109 Pfizer shares in Q2 2026, an estimated $107K.
  • Pfizer made up 1.07% of New Insight Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • New Insight Wealth Advisors first reported a position in Pfizer in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Pfizer position peaked at $4.1M in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.