Twin Peaks Wealth Advisors’s Pfizer PFE Stock Holding History

Twin Peaks 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	–	Sell	-5,363	Closed	-$151K	–	1625
2026 Q1	$151K	Buy	+5,363	New	+$143K	0.04%	226
2025 Q3	–	Sell	-5,424	Closed	-$134K	–	1541
2025 Q2	$134K	Buy	+5,424	New	+$126K	0.04%	201
2024 Q1	–	Sell	-7,359	Closed	-$212K	–	131
2023 Q4	$212K	Buy	+7,359	New	+$222K	0.14%	114

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's PFE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 5,363 shares — an estimated $151K sold.

Twin Peaks Wealth Advisors first reported a position in PFE in Q4 2023 and held it in 3 quarters. The position peaked at $212K in Q4 2023. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 5,363 Pfizer shares in Q2 2026, an estimated $151K.
Twin Peaks Wealth Advisors first reported a position in Pfizer in Q4 2023 and held it in 3 quarters.
Twin Peaks Wealth Advisors's Pfizer position peaked at $212K in Q4 2023.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.