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WealthShield Partners’s Pfizer PFE Stock Holding History

WealthShield Partners’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
-29,174
Closed -$819K – 536
2026
Q1 		$819K Buy
29,174
+2,629
+10% +$70K 0.09% 204
2025
Q4 		$711K Buy
26,545
+1,328
+5% +$33.5K 0.08% 214
2025
Q3 		$643K Buy
25,217
+658
+3% +$16.2K 0.07% 217
2025
Q2 		$595K Buy
24,559
+156
+0.6% +$3.64K 0.07% 215
2025
Q1 		$618K Buy
24,403
+1,459
+6% +$38.2K 0.08% 203
2024
Q4 		$609K Buy
22,944
+1,251
+6% +$33.9K 0.09% 196
2024
Q3 		$628K Buy
21,693
+1,260
+6% +$36.8K 0.09% 194
2024
Q2 		$572K Buy
20,433
+1,001
+5% +$27.6K 0.09% 193
2024
Q1 		$539K Buy
19,432
+175
+0.9% +$4.86K 0.09% 188
2023
Q4 		$554K Sell
19,257
-1,297
-6% -$39.2K 0.09% 192
2023
Q3 		$682K Buy
20,554
+2,170
+12% +$76.7K 0.1% 184
2023
Q2 		$674K Sell
18,384
-950
-5% -$37K 0.1% 182
2023
Q1 		$789K Sell
19,334
-259
-1% -$11.2K 0.13% 170
2022
Q4 		$1M Buy
19,593
+2,388
+14% +$114K 0.19% 126
2022
Q3 		$753K Sell
17,205
-1,730
-9% -$84.1K 0.15% 159
2022
Q2 		$993K Buy
18,935
+1,429
+8% +$72.8K 0.2% 126
2022
Q1 		$906K Sell
17,506
-6,234
-26% -$323K 0.15% 158
2021
Q4 		$1.4M Buy
23,740
+17,998
+313% +$892K 0.23% 94
2021
Q3 		$247K Sell
5,742
-3,808
-40% -$169K 0.07% 205
2021
Q2 		$374K Buy
9,550
+1,067
+13% +$41.5K 0.06% 186
2021
Q1 		$307K Sell
8,483
-1,297
-13% -$46.1K 0.06% 202
2020
Q4 		$360K Sell
9,780
-3,856
-28% -$141K 0.07% 215
2020
Q3 		$475K Buy
+13,636
New +$478K 0.17% 137

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

WealthShield Partners's PFE Position: Q2 2026 in Review

WealthShield Partners sold out of Pfizer (PFE) in Q2 2026, closing a stake of 29,174 shares — an estimated $819K sold.

WealthShield Partners first reported a position in PFE in Q3 2020 and held it in 23 quarters. The position peaked at $1.4M in Q4 2021. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • WealthShield Partners reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 29,174 Pfizer shares in Q2 2026, an estimated $819K.
  • WealthShield Partners first reported a position in Pfizer in Q3 2020 and held it in 23 quarters.
  • WealthShield Partners's Pfizer position peaked at $1.4M in Q4 2021.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.