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Wescott Financial Advisory Group’s Pfizer PFE Stock Holding History

Wescott Financial Advisory Group’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
-8,914
Closed -$250K – 203
2026
Q1 		$250K Sell
8,914
-4,752
-35% -$127K 0.02% 171
2025
Q4 		$340K Sell
13,666
-1,229
-8% -$31K 0.03% 152
2025
Q3 		$380K Sell
14,895
-2,176
-13% -$53.7K 0.03% 138
2025
Q2 		$414K Buy
17,071
+1,778
+12% +$41.5K 0.04% 129
2025
Q1 		$388K Sell
15,293
-1,088
-7% -$28.5K 0.04% 126
2024
Q4 		$435K Buy
16,381
+864
+6% +$23.4K 0.05% 123
2024
Q3 		$449K Buy
15,517
+7,522
+94% +$219K 0.05% 122
2024
Q2 		$224K Buy
+7,995
New +$220K 0.03% 157
2023
Q4 		– Sell
-6,433
Closed -$213K – 168
2023
Q3 		$213K Sell
6,433
-334
-5% -$11.8K 0.04% 147
2023
Q2 		$248K Sell
6,767
-1,753
-21% -$68.2K 0.04% 142
2023
Q1 		$348K Buy
8,520
+2,853
+50% +$123K 0.08% 119
2022
Q4 		$290K Buy
+5,667
New +$272K 0.06% 125
2022
Q3 		– Sell
-17,307
Closed -$907K – 142
2022
Q2 		$907K Buy
17,307
+2,977
+21% +$152K 0.25% 57
2022
Q1 		$742K Buy
+14,330
New +$744K 0.19% 66

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

Wescott Financial Advisory Group's PFE Position: Q2 2026 in Review

Wescott Financial Advisory Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 8,914 shares — an estimated $250K sold.

Wescott Financial Advisory Group first reported a position in PFE in Q1 2022 and held it in 14 quarters. The position peaked at $907K in Q2 2022. 2,820 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Wescott Financial Advisory Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 8,914 Pfizer shares in Q2 2026, an estimated $250K.
  • Wescott Financial Advisory Group first reported a position in Pfizer in Q1 2022 and held it in 14 quarters.
  • Wescott Financial Advisory Group's Pfizer position peaked at $907K in Q2 2022.
  • 2,820 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.