PWA
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Physician Wealth Advisors’s Pfizer PFE Stock Holding History

Physician 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 		$243K Sell
10,105
-417
-4% -$10.9K 0.03% 191
2026
Q1 		$295K Buy
10,522
+997
+10% +$26.5K 0.04% 150
2025
Q4 		$237K Buy
9,525
+418
+5% +$10.5K 0.03% 175
2025
Q3 		$232K Buy
9,107
+121
+1% +$2.99K 0.03% 171
2025
Q2 		$218K Buy
8,986
+363
+4% +$8.47K 0.03% 172
2025
Q1 		$219K Sell
8,623
-58
-0.7% -$1.52K 0.04% 166
2024
Q4 		$230K Sell
8,681
-251
-3% -$6.81K 0.04% 162
2024
Q3 		$263K Sell
8,932
-1,200
-12% -$35K 0.05% 152
2024
Q2 		$299K Buy
10,132
+166
+2% +$4.57K 0.06% 126
2024
Q1 		$256K Sell
9,966
-605
-6% -$16.8K 0.05% 138
2023
Q4 		$299K Buy
10,571
+509
+5% +$15.4K 0.07% 121
2023
Q3 		$334K Buy
10,062
+540
+6% +$19.1K 0.09% 99
2023
Q2 		$349K Buy
9,522
+91
+1% +$3.54K 0.09% 96
2023
Q1 		$380K Buy
9,431
+100
+1% +$4.32K 0.1% 92
2022
Q4 		$417K Sell
9,331
-527
-5% -$25.3K 0.11% 87
2022
Q3 		$435K Buy
9,858
+100
+1% +$4.86K 0.13% 83
2022
Q2 		$494K Hold
9,758
– – 0.14% 78
2022
Q1 		$485K Sell
9,758
-1,921
-16% -$99.7K 0.13% 88
2021
Q4 		$651K Hold
11,679
– – 0.17% 72
2021
Q3 		$485K Buy
11,679
+500
+4% +$22.1K 0.13% 88
2021
Q2 		$464K Sell
11,179
-807
-7% -$31.4K 0.13% 89
2021
Q1 		$435K Buy
11,986
+1,700
+17% +$60.4K 0.14% 86
2020
Q4 		$355K Sell
10,286
-227
-2% -$8.33K 0.12% 92
2020
Q3 		$361K Hold
10,513
– – 0.14% 86
2020
Q2 		$383K Buy
10,513
+52
+0.5% +$1.77K 0.15% 82
2020
Q1 		$360K Buy
10,461
+1,436
+16% +$48.9K 0.18% 71
2019
Q4 		$337K Hold
9,025
– – 0.15% 83
2019
Q3 		$331K Buy
+9,025
New +$328K 0.16% 79

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

Physician Wealth Advisors's PFE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Pfizer (PFE) stake by 4% in Q2 2026, selling an estimated $10.9K and leaving 10,105 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #191.

Physician Wealth Advisors first reported a position in PFE in Q3 2019 and has held it in 28 quarters since. The position peaked at $651K in Q4 2021. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Physician Wealth Advisors held 10,105 shares of Pfizer worth $243K as of Q2 2026.
  • Physician Wealth Advisors sold 417 Pfizer shares in Q2 2026, an estimated $10.9K.
  • Pfizer made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • Physician Wealth Advisors first reported a position in Pfizer in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Pfizer position peaked at $651K in Q4 2021.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.