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WCG Wealth Advisors’s Pfizer PFE Stock Holding History

WCG 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 		$1.91M Sell
79,512
-9,413
-11% -$246K 0.05% 311
2026
Q1 		$2.5M Buy
88,925
+1,740
+2% +$46.3K 0.07% 241
2025
Q4 		$2.17M Buy
87,185
+31,159
+56% +$786K 0.06% 249
2025
Q3 		$1.43M Sell
56,026
-48,864
-47% -$1.21M 0.09% 188
2025
Q2 		$2.54M Buy
104,890
+27,352
+35% +$638K 0.16% 133
2025
Q1 		$1.96M Buy
77,538
+21,431
+38% +$561K 0.15% 143
2024
Q4 		$1.49M Buy
56,107
+1,151
+2% +$31.2K 0.1% 173
2024
Q3 		$1.59M Buy
54,956
+22,609
+70% +$660K 0.11% 174
2024
Q2 		$905K Buy
32,347
+4,295
+15% +$118K 0.07% 203
2024
Q1 		$778K Buy
28,052
+641
+2% +$17.8K 0.07% 201
2023
Q4 		$789K Sell
27,411
-15,011
-35% -$454K 0.06% 214
2023
Q3 		$1.46M Buy
42,422
+17,874
+73% +$632K 0.11% 160
2023
Q2 		$922K Buy
24,548
+10,456
+74% +$407K 0.11% 116
2023
Q1 		$575K Sell
14,092
-445
-3% -$19.2K 0.07% 137
2022
Q4 		$745K Buy
14,537
+2,472
+20% +$119K 0.1% 122
2022
Q3 		$660K Sell
12,065
-1,392
-10% -$67.6K 0.09% 160
2022
Q2 		$706K Buy
+13,457
New +$686K 0.1% 146

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

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

WCG Wealth Advisors reduced its Pfizer (PFE) stake by 11% in Q2 2026, selling an estimated $246K and leaving 79,512 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #311.

WCG Wealth Advisors first reported a position in PFE in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.54M in Q2 2025. 2,823 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • WCG Wealth Advisors held 79,512 shares of Pfizer worth $1.91M as of Q2 2026.
  • WCG Wealth Advisors sold 9,413 Pfizer shares in Q2 2026, an estimated $246K.
  • Pfizer made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #311 holding.
  • WCG Wealth Advisors first reported a position in Pfizer in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Pfizer position peaked at $2.54M in Q2 2025.
  • 2,823 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.