Wealthspire Advisors (New York)’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.41M | Buy |
141,769
+15,397
| +12% | +$403K | 0.02% | 322 |
|
|
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
Wealthspire Advisors (New York)'s PFE Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Pfizer (PFE) stake by 12% in Q2 2026, buying an estimated $403K and bringing the position to 141,769 shares worth $3.41M. The position accounts for 0.02% of the portfolio, ranked #322.
Wealthspire Advisors (New York) first reported a position in PFE in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.83M in Q4 2021. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.
- Wealthspire Advisors (New York) held 141,769 shares of Pfizer worth $3.41M as of Q2 2026.
- Wealthspire Advisors (New York) bought 15,397 Pfizer shares in Q2 2026, an estimated $403K.
- Pfizer made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #322 holding.
- Wealthspire Advisors (New York) first reported a position in Pfizer in Q4 2018 and has held it in 31 quarters since.
- Wealthspire Advisors (New York)'s Pfizer position peaked at $6.83M in Q4 2021.
- 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.