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Wealth Alliance’s Pfizer PFE Stock Holding History

Wealth Alliance’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 		$2.25M Buy
93,388
+1,851
+2% +$48.4K 0.19% 99
2026
Q1 		$2.57M Sell
91,537
-2,187
-2% -$58.2K 0.25% 84
2025
Q4 		$2.33M Buy
93,724
+2,379
+3% +$60K 0.23% 78
2025
Q3 		$2.33M Buy
91,345
+26,318
+40% +$650K 0.24% 79
2025
Q2 		$1.58M Buy
65,027
+10,437
+19% +$243K 0.18% 116
2025
Q1 		$1.38M Buy
54,590
+7,199
+15% +$188K 0.17% 121
2024
Q4 		$1.26M Sell
47,391
-4,149
-8% -$113K 0.15% 134
2024
Q3 		$1.49M Buy
51,540
+1,780
+4% +$51.9K 0.18% 114
2024
Q2 		$1.39M Sell
49,760
-2,478
-5% -$68.2K 0.18% 110
2024
Q1 		$1.45M Buy
52,238
+14,436
+38% +$401K 0.19% 114
2023
Q4 		$1.09M Sell
37,802
-6,216
-14% -$188K 0.15% 131
2023
Q3 		$1.46M Buy
44,018
+2,825
+7% +$99.9K 0.23% 92
2023
Q2 		$1.51M Buy
41,193
+509
+1% +$19.8K 0.23% 95
2023
Q1 		$1.66M Sell
40,684
-2,492
-6% -$108K 0.27% 80
2022
Q4 		$2.21M Buy
43,176
+6,162
+17% +$295K 0.39% 47
2022
Q3 		$1.62M Sell
37,014
-644
-2% -$31.3K 0.32% 59
2022
Q2 		$1.98M Buy
37,658
+3,485
+10% +$178K 0.38% 53
2022
Q1 		$1.77M Buy
34,173
+3,660
+12% +$190K 0.36% 54
2021
Q4 		$1.8M Sell
30,513
-644
-2% -$31.9K 0.36% 54
2021
Q3 		$1.34M Sell
31,157
-14,371
-32% -$637K 0.3% 69
2021
Q2 		$1.78M Buy
45,528
+992
+2% +$38.6K 0.42% 49
2021
Q1 		$1.61M Sell
44,536
-3,533
-7% -$125K 0.45% 46
2020
Q4 		$1.77M Buy
48,069
+2,665
+6% +$97.8K 0.52% 37
2020
Q3 		$1.58M Buy
45,404
+11,207
+33% +$393K 0.57% 35
2020
Q2 		$1.06M Sell
34,197
-6,203
-15% -$211K 0.42% 60
2020
Q1 		$1.25M Sell
40,400
-4,260
-10% -$145K 0.67% 30
2019
Q4 		$1.66M Buy
+44,660
New +$1.59M 1.18% 30

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

Wealth Alliance's PFE Position: Q2 2026 in Review

Wealth Alliance increased its Pfizer (PFE) stake by 2% in Q2 2026, buying an estimated $48.4K and bringing the position to 93,388 shares worth $2.25M. The position accounts for 0.19% of the portfolio, ranked #99.

Wealth Alliance first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.57M in Q1 2026. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wealth Alliance held 93,388 shares of Pfizer worth $2.25M as of Q2 2026.
  • Wealth Alliance bought 1,851 Pfizer shares in Q2 2026, an estimated $48.4K.
  • Pfizer made up 0.19% of Wealth Alliance's portfolio in Q2 2026, its #99 holding.
  • Wealth Alliance first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Pfizer position peaked at $2.57M in Q1 2026.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.