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Wealthspire Advisors (New York)’s Pfizer PFE Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$3.55M Sell
126,372
-11,942
-9% -$318K 0.03% 201
2025
Q4 		$3.44M Buy
138,314
+25,380
+22% +$640K 0.03% 207
2025
Q3 		$2.88M Sell
112,934
-123,350
-52% -$3.04M 0.02% 225
2025
Q2 		$5.73M Buy
236,284
+6,620
+3% +$154K 0.03% 151
2025
Q1 		$5.82M Buy
229,664
+103,902
+83% +$2.72M 0.03% 152
2024
Q4 		$3.34M Buy
125,762
+2,136
+2% +$57.9K 0.03% 183
2024
Q3 		$3.58M Buy
123,626
+2,533
+2% +$73.9K 0.04% 169
2024
Q2 		$3.39M Sell
121,093
-6,316
-5% -$174K 0.04% 141
2024
Q1 		$3.54M Sell
127,409
-4,136
-3% -$115K 0.05% 135
2023
Q4 		$3.79M Sell
131,545
-18,619
-12% -$563K 0.05% 128
2023
Q3 		$4.98M Buy
150,164
+26,455
+21% +$936K 0.08% 106
2023
Q2 		$4.54M Sell
123,709
-4,600
-4% -$179K 0.07% 102
2023
Q1 		$5.24M Buy
128,309
+22,741
+22% +$982K 0.09% 94
2022
Q4 		$5.41M Sell
105,568
-9,296
-8% -$446K 0.1% 94
2022
Q3 		$5.03M Buy
114,864
+8,438
+8% +$410K 0.11% 92
2022
Q2 		$5.58M Buy
106,426
+18,403
+21% +$938K 0.12% 79
2022
Q1 		$4.56M Sell
88,023
-27,630
-24% -$1.43M 0.1% 79
2021
Q4 		$6.83M Sell
115,653
-17,115
-13% -$848K 0.15% 67
2021
Q3 		$5.71M Buy
132,768
+18,837
+17% +$834K 0.12% 89
2021
Q2 		$4.46M Sell
113,931
-69,436
-38% -$2.7M 0.12% 71
2021
Q1 		$6.64M Buy
183,367
+18,103
+11% +$643K 0.16% 76
2020
Q4 		$6.08M Buy
165,264
+118,327
+252% +$4.34M 0.18% 66
2020
Q3 		$1.63M Buy
46,937
+970
+2% +$34K 0.1% 98
2020
Q2 		$1.43M Sell
45,967
-156,678
-77% -$5.32M 0.1% 87
2020
Q1 		$6.28M Buy
202,645
+170,328
+527% +$5.8M 0.26% 55
2019
Q4 		$1.2M Buy
32,317
+3,610
+13% +$129K 0.09% 55
2019
Q3 		$979K Buy
28,707
+14,506
+102% +$527K 0.08% 49
2019
Q2 		$584K Buy
14,201
+8,906
+168% +$354K 0.05% 46
2019
Q1 		$213K Sell
5,295
-254
-5% -$10.2K 0.02% 40
2018
Q4 		$230K Buy
+5,549
New +$230K 0.02% 63

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wealthspire Advisors (New York)'s PFE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Pfizer (PFE) stake by 8.6% in Q1 2026, selling an estimated $318K and leaving 126,372 shares worth $3.55M. The position accounts for 0.03% of the portfolio, ranked #201.

Wealthspire Advisors (New York) first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.83M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Wealthspire Advisors (New York) held 126,372 shares of Pfizer worth $3.55M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 11,942 Pfizer shares in Q1 2026, an estimated $318K.
  • Pfizer made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #201 holding.
  • Wealthspire Advisors (New York) first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s Pfizer position peaked at $6.83M in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.