NW
PFE icon

NewEdge Wealth’s Pfizer PFE Stock Holding History

NewEdge Wealth’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 		$2.02M Buy
83,856
+2,619
+3% +$68.5K 0.02% 460
2026
Q1 		$2.28M Sell
81,237
-26,519
-25% -$706K 0.03% 392
2025
Q4 		$2.68M Buy
107,756
+28,693
+36% +$724K 0.03% 375
2025
Q3 		$1.95M Buy
79,063
+6,052
+8% +$149K 0.03% 403
2025
Q2 		$1.77M Sell
73,011
-32,603
-31% -$760K 0.03% 409
2025
Q1 		$2.68M Buy
105,614
+100
+0.1% +$2.62K 0.05% 292
2024
Q4 		$2.8M Sell
105,514
-11,743
-10% -$319K 0.05% 291
2024
Q3 		$3.39M Buy
117,257
+20,639
+21% +$602K 0.06% 268
2024
Q2 		$2.7M Buy
96,618
+1,384
+1% +$38.1K 0.06% 271
2024
Q1 		$2.64M Buy
95,234
+30,760
+48% +$854K 0.06% 278
2023
Q4 		$1.86M Sell
64,474
-24,229
-27% -$732K 0.05% 309
2023
Q3 		$2.94M Sell
88,703
-1,120
-1% -$39.6K 0.09% 187
2023
Q2 		$3.29M Sell
89,823
-74,107
-45% -$2.88M 0.11% 177
2023
Q1 		$6.69M Sell
163,930
-349,271
-68% -$15.1M 0.25% 98
2022
Q4 		$26.3M Buy
513,201
+30,896
+6% +$1.48M 1.13% 14
2022
Q3 		$21.1M Buy
482,305
+45,950
+11% +$2.23M 1% 22
2022
Q2 		$22.9M Buy
436,355
+74,360
+21% +$3.79M 1.04% 17
2022
Q1 		$18.7M Buy
361,995
+233,184
+181% +$12.1M 0.83% 27
2021
Q4 		$7.61M Buy
128,811
+50,611
+65% +$2.51M 0.32% 82
2021
Q3 		$3.36M Buy
78,200
+71,440
+1,057% +$3.16M 0.2% 98
2021
Q2 		$265K Buy
+6,760
New +$263K 0.02% 252

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

NewEdge Wealth's PFE Position: Q2 2026 in Review

NewEdge Wealth increased its Pfizer (PFE) stake by 3.2% in Q2 2026, buying an estimated $68.5K and bringing the position to 83,856 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #460.

NewEdge Wealth first reported a position in PFE in Q2 2021 and has held it in 21 quarters since. The position peaked at $26.3M in Q4 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • NewEdge Wealth held 83,856 shares of Pfizer worth $2.02M as of Q2 2026.
  • NewEdge Wealth bought 2,619 Pfizer shares in Q2 2026, an estimated $68.5K.
  • Pfizer made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #460 holding.
  • NewEdge Wealth first reported a position in Pfizer in Q2 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Pfizer position peaked at $26.3M in Q4 2022.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.