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Sound View Wealth Advisors Group’s Pfizer PFE Stock Holding History

Sound View Wealth Advisors Group’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 		$943K Sell
39,158
-13,589
-26% -$355K 0.06% 203
2026
Q1 		$1.48M Sell
52,747
-4,694
-8% -$125K 0.1% 150
2025
Q4 		$1.43M Sell
57,441
-34,775
-38% -$877K 0.1% 155
2025
Q3 		$1.88M Buy
92,216
+13,048
+16% +$322K 0.13% 139
2025
Q2 		$1.92M Sell
79,168
-28,453
-26% -$664K 0.14% 136
2025
Q1 		$2.73M Sell
107,621
-6,884
-6% -$180K 0.22% 98
2024
Q4 		$3.04M Sell
114,505
-22,627
-17% -$614K 0.24% 91
2024
Q3 		$3.97M Buy
137,132
+14,679
+12% +$428K 0.32% 70
2024
Q2 		$3.43M Buy
122,453
+1,230
+1% +$33.9K 0.35% 64
2024
Q1 		$3.36M Sell
121,223
-6,214
-5% -$172K 0.36% 65
2023
Q4 		$3.67M Sell
127,437
-8,969
-7% -$271K 0.4% 61
2023
Q3 		$4.52M Buy
136,406
+2,545
+2% +$90K 0.56% 45
2023
Q2 		$4.91M Buy
133,861
+2,827
+2% +$110K 0.64% 41
2023
Q1 		$5.35M Buy
131,034
+3,597
+3% +$155K 0.73% 37
2022
Q4 		$3.67M Buy
127,437
+25,091
+25% +$1.2M 0.4% 61
2022
Q3 		$4.48M Sell
102,346
-3,816
-4% -$185K 1% 29
2022
Q2 		$5.57M Sell
106,162
-1,522
-1% -$77.6K 1.17% 22
2022
Q1 		$5.58M Sell
107,684
-2,525
-2% -$131K 1.06% 25
2021
Q4 		$6.51M Sell
110,209
-2,131
-2% -$106K 1.23% 20
2021
Q3 		$4.83M Sell
112,340
-2,551
-2% -$113K 1.01% 25
2021
Q2 		$4.5M Sell
114,891
-6,075
-5% -$236K 0.95% 32
2021
Q1 		$4.38M Buy
120,966
+295
+0.2% +$10.5K 1.02% 30
2020
Q4 		$4.44M Sell
120,671
-2,829
-2% -$104K 1.09% 26
2020
Q3 		$4.3M Sell
123,500
-2,945
-2% -$103K 1.13% 25
2020
Q2 		$3.92M Buy
126,445
+5,962
+5% +$203K 1.1% 28
2020
Q1 		$3.73M Sell
120,483
-5,093
-4% -$174K 1.29% 22
2019
Q4 		$4.67M Sell
125,576
-3,117
-2% -$111K 1.32% 20
2019
Q3 		$4.39M Sell
128,693
-7,915
-6% -$288K 1.31% 19
2019
Q2 		$5.62M Buy
+136,608
New +$5.42M 1.66% 11

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

Sound View Wealth Advisors Group's PFE Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Pfizer (PFE) stake by 26% in Q2 2026, selling an estimated $355K and leaving 39,158 shares worth $943K. The position accounts for 0.06% of the portfolio, ranked #203.

Sound View Wealth Advisors Group first reported a position in PFE in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.51M in Q4 2021. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sound View Wealth Advisors Group held 39,158 shares of Pfizer worth $943K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 13,589 Pfizer shares in Q2 2026, an estimated $355K.
  • Pfizer made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #203 holding.
  • Sound View Wealth Advisors Group first reported a position in Pfizer in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Pfizer position peaked at $6.51M in Q4 2021.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.