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Wealth Preservation Advisors’s Pfizer PFE Stock Holding History

Wealth Preservation 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
-614
Closed -$17.2K – 706
2026
Q1 		$17.2K Buy
614
+302
+97% +$8.04K 0.01% 334
2025
Q4 		$7.77K Buy
312
+33
+12% +$832 ﹤0.01% 320
2025
Q3 		$7.11K Sell
279
-326
-54% -$8.05K ﹤0.01% 323
2025
Q2 		$14.7K Sell
605
-60
-9% -$1.4K 0.01% 273
2025
Q1 		$16.9K Buy
+665
New +$17.4K 0.01% 277

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 Preservation Advisors's PFE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 614 shares — an estimated $17.2K sold.

Wealth Preservation Advisors first reported a position in PFE in Q1 2025 and held it in 5 quarters. The position peaked at $17.2K in Q1 2026. 2,835 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 614 Pfizer shares in Q2 2026, an estimated $17.2K.
  • Wealth Preservation Advisors first reported a position in Pfizer in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Pfizer position peaked at $17.2K in Q1 2026.
  • 2,835 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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