NewSquare Capital’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.85M Sell
137,002
-1,635
-1% -$43.5K 0.33% 96
2025
Q4
$3.45M Sell
138,637
-21,172
-13% -$534K 0.3% 89
2025
Q3
$4.07M Sell
159,809
-2,171
-1% -$53.6K 0.28% 99
2025
Q2
$3.88M Buy
161,980
+6,832
+4% +$159K 0.29% 95
2025
Q1
$3.88M Buy
155,148
+493
+0.3% +$12.9K 0.32% 92
2024
Q4
$4.05M Sell
154,655
-1,109
-0.7% -$30.1K 0.32% 94
2024
Q3
$4.45M Sell
155,764
-1,770
-1% -$51.6K 0.35% 96
2024
Q2
$4.35M Buy
157,534
+4,956
+3% +$136K 0.37% 91
2024
Q1
$4.18M Buy
152,578
+5,132
+3% +$142K 0.37% 87
2023
Q4
$4.19M Buy
147,446
+4,354
+3% +$132K 0.4% 89
2023
Q3
$4.68M Buy
143,092
+4,817
+3% +$170K 0.49% 63
2023
Q2
$5.07M Sell
138,275
-3,879
-3% -$151K 0.53% 70
2023
Q1
$5.8M Buy
142,154
+13,915
+11% +$601K 0.69% 51
2022
Q4
$6.57M Buy
128,239
+7,614
+6% +$365K 0.82% 35
2022
Q3
$5.28M Buy
120,625
+7,220
+6% +$351K 0.66% 43
2022
Q2
$5.95M Buy
113,405
+20,284
+22% +$1.03M 0.76% 38
2022
Q1
$4.82M Buy
93,121
+10,238
+12% +$531K 0.51% 49
2021
Q4
$4.89M Buy
82,883
+7,800
+10% +$386K 0.52% 40
2021
Q3
$3.23M Buy
75,083
+526
+0.7% +$23.3K 0.38% 75
2021
Q2
$2.92M Buy
74,557
+3,918
+6% +$152K 0.35% 81
2021
Q1
$2.56M Buy
70,639
+5,104
+8% +$181K 0.34% 85
2020
Q4
$2.41M Sell
65,535
-2,546
-4% -$93.4K 0.34% 85
2020
Q3
$2.37M Buy
68,081
+4,400
+7% +$154K 0.38% 67
2020
Q2
$1.98M Buy
63,681
+281
+0.4% +$9.55K 0.34% 67
2020
Q1
$1.96M Buy
63,400
+3,867
+6% +$132K 0.36% 56
2019
Q4
$2.21M Buy
59,533
+5,529
+10% +$197K 0.37% 55
2019
Q3
$1.84M Buy
54,004
+1,746
+3% +$63.5K 0.33% 62
2019
Q2
$2.15M Buy
52,258
+942
+2% +$37.4K 0.39% 41
2019
Q1
$2.07M Sell
51,316
-816
-2% -$32.7K 0.39% 37
2018
Q4
$2.16M Sell
52,132
-722
-1% -$30K 0.46% 34
2018
Q3
$2.21M Buy
52,854
+2,691
+5% +$104K 0.42% 37
2018
Q2
$1.78M Buy
50,163
+6,062
+14% +$207K 0.36% 46
2018
Q1
$1.49M Sell
44,101
-1,170
-3% -$40.2K 0.32% 48
2017
Q4
$1.56M Sell
45,271
-79,272
-64% -$2.7M 0.36% 44
2017
Q3
$1.45M Buy
124,543
+82,734
+198% +$2.66M 0.35% 41
2017
Q2
$1.33M Buy
41,809
+2,035
+5% +$64.2K 0.32% 45
2017
Q1
$1.29M Buy
39,774
+5,550
+16% +$175K 0.31% 46
2016
Q4
$1.05M Buy
34,224
+909
+3% +$27.8K 0.26% 59
2016
Q3
$1.07M Buy
33,315
+1,290
+4% +$43.1K 0.25% 55
2016
Q2
$1.07M Buy
32,025
+8,038
+34% +$257K 0.25% 52
2016
Q1
$675K Sell
23,987
-782
-3% -$22.3K 0.19% 80
2015
Q4
$759K Buy
24,769
+866
+4% +$27.2K 0.21% 62
2015
Q3
$712K Sell
23,903
-231
-1% -$7.41K 0.21% 56
2015
Q2
$768K Buy
24,134
+1,046
+5% +$34.1K 0.23% 64
2015
Q1
$762K Buy
23,088
+1,076
+5% +$34.2K 0.23% 55
2014
Q4
$651K Buy
22,012
+2,003
+10% +$57.4K 0.22% 68
2014
Q3
$561K Buy
20,009
+2,268
+13% +$63.7K 0.2% 84
2014
Q2
$500K Buy
17,741
+2,169
+14% +$61.8K 0.18% 81
2014
Q1
$475K Buy
15,572
+372
+2% +$11.1K 0.19% 77
2013
Q4
$442K Buy
15,200
+958
+7% +$27.9K 0.21% 61
2013
Q3
$388K Buy
14,242
+172
+1% +$4.68K 0.19% 64
2013
Q2
$374K Buy
+14,070
New +$389K 0.18% 66

Other funds holding PFE

NewSquare Capital's PFE Position: Q1 2026 in Review

NewSquare Capital reduced its Pfizer (PFE) stake by 1.2% in Q1 2026, selling an estimated $43.5K and leaving 137,002 shares worth $3.85M. The position accounts for 0.33% of the portfolio, ranked #96.

NewSquare Capital first reported a position in PFE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.57M in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • NewSquare Capital held 137,002 shares of Pfizer worth $3.85M as of Q1 2026.
  • NewSquare Capital sold 1,635 Pfizer shares in Q1 2026, an estimated $43.5K.
  • Pfizer made up 0.33% of NewSquare Capital's portfolio in Q1 2026, its #96 holding.
  • NewSquare Capital first reported a position in Pfizer in Q2 2013 and has held it in 52 quarters since.
  • NewSquare Capital's Pfizer position peaked at $6.57M in Q4 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.