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Sightline Wealth Advisors’s Pfizer PFE Stock Holding History

Sightline 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 		$477K Buy
19,826
+88
+0.4% +$2.3K 0.17% 59
2026
Q1 		$554K Buy
19,738
+2,929
+17% +$78K 0.23% 50
2025
Q4 		$419K Buy
16,809
+1,277
+8% +$32.2K 0.18% 64
2025
Q3 		$396K Buy
15,532
+106
+0.7% +$2.62K 0.18% 66
2025
Q2 		$374K Buy
15,426
+197
+1% +$4.59K 0.18% 63
2025
Q1 		$386K Buy
15,229
+95
+0.6% +$2.49K 0.2% 57
2024
Q4 		$402K Buy
15,134
+3,366
+29% +$91.3K 0.22% 55
2024
Q3 		$341K Sell
11,768
-3,132
-21% -$91.4K 0.19% 60
2024
Q2 		$417K Buy
14,900
+87
+0.6% +$2.4K 0.26% 53
2024
Q1 		$411K Sell
14,813
-14
-0.1% -$388 0.27% 53
2023
Q4 		$427K Sell
14,827
-526
-3% -$15.9K 0.32% 46
2023
Q3 		$509K Buy
15,353
+122
+0.8% +$4.31K 0.48% 39
2023
Q2 		$621K Sell
15,231
-2,069
-12% -$80.5K 0.62% 30
2023
Q1 		$706K Sell
17,300
-807
-4% -$34.9K 0.72% 29
2022
Q4 		$928K Buy
18,107
+4,351
+32% +$209K 1% 23
2022
Q3 		$607K Buy
13,756
+43
+0.3% +$2.09K 0.71% 23
2022
Q2 		$717K Buy
13,713
+41
+0.3% +$2.09K 0.7% 22
2022
Q1 		$708K Sell
13,672
-107
-0.8% -$5.55K 0.59% 26
2021
Q4 		$789K Sell
13,779
-2,472
-15% -$122K 0.71% 21
2021
Q3 		$699K Buy
16,251
+41
+0.3% +$1.82K 0.58% 26
2021
Q2 		$635K Buy
16,210
+1,077
+7% +$41.9K 0.53% 28
2021
Q1 		$549K Sell
15,133
-432
-3% -$15.3K 0.51% 33
2020
Q4 		$573K Buy
+15,565
New +$571K 0.56% 33

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

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

Sightline Wealth Advisors increased its Pfizer (PFE) stake by 0.45% in Q2 2026, buying an estimated $2.3K and bringing the position to 19,826 shares worth $477K. The position accounts for 0.17% of the portfolio, ranked #59.

Sightline Wealth Advisors first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $928K in Q4 2022. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sightline Wealth Advisors held 19,826 shares of Pfizer worth $477K as of Q2 2026.
  • Sightline Wealth Advisors bought 88 Pfizer shares in Q2 2026, an estimated $2.3K.
  • Pfizer made up 0.17% of Sightline Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Sightline Wealth Advisors first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Sightline Wealth Advisors's Pfizer position peaked at $928K in Q4 2022.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.