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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
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 $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

NewEdge Wealth's PFE Position: Q1 2026 in Review

NewEdge Wealth reduced its Pfizer (PFE) stake by 25% in Q1 2026, selling an estimated $706K and leaving 81,237 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #392.

NewEdge Wealth first reported a position in PFE in Q2 2021 and has held it in 20 quarters since. The position peaked at $26.3M in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • NewEdge Wealth held 81,237 shares of Pfizer worth $2.28M as of Q1 2026.
  • NewEdge Wealth sold 26,519 Pfizer shares in Q1 2026, an estimated $706K.
  • Pfizer made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #392 holding.
  • NewEdge Wealth first reported a position in Pfizer in Q2 2021 and has held it in 20 quarters since.
  • NewEdge Wealth's Pfizer position peaked at $26.3M in Q4 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.