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Westover Capital Advisors’s Pfizer PFE Stock Holding History

Westover Capital 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
-7,204
Closed -$202K – 253
2026
Q1 		$202K Buy
+7,204
New +$192K 0.04% 233
2025
Q1 		– Sell
-8,989
Closed -$238K – 243
2024
Q4 		$238K Sell
8,989
-3,375
-27% -$91.5K 0.05% 208
2024
Q3 		$358K Buy
12,364
+5,160
+72% +$151K 0.07% 184
2024
Q2 		$202K Sell
7,204
-102
-1% -$2.81K 0.05% 209
2024
Q1 		$203K Sell
7,306
-2,675
-27% -$74.2K 0.06% 179
2023
Q4 		$287K Sell
9,981
-1,560
-14% -$47.2K 0.09% 144
2023
Q3 		$383K Hold
11,541
– – 0.14% 114
2023
Q2 		$423K Sell
11,541
-1,269
-10% -$49.4K 0.15% 110
2023
Q1 		$523K Hold
12,810
– – 0.19% 92
2022
Q4 		$656K Buy
12,810
+355
+3% +$17K 0.26% 82
2022
Q3 		$545K Buy
12,455
+3,870
+45% +$188K 0.21% 88
2022
Q2 		$450K Hold
8,585
– – 0.17% 99
2022
Q1 		$444K Hold
8,585
– – 0.14% 106
2021
Q4 		$507K Sell
8,585
-1,530
-15% -$75.8K 0.15% 111
2021
Q3 		$435K Buy
10,115
+1,744
+21% +$77.3K 0.14% 109
2021
Q2 		$328K Sell
8,371
-210
-2% -$8.17K 0.11% 134
2021
Q1 		$311K Sell
8,581
-1,316
-13% -$46.7K 0.11% 131
2020
Q4 		$364K Sell
9,897
-2,373
-19% -$87K 0.13% 110
2020
Q3 		$427K Buy
+12,270
New +$430K 0.18% 93
2019
Q3 		– Sell
-5,752
Closed -$236K – 143
2019
Q2 		$236K Buy
5,752
+22
+0.4% +$874 0.12% 123
2019
Q1 		$231K Buy
+5,730
New +$229K 0.12% 120
2017
Q2 		– Sell
-26,302
Closed -$854K – 116
2017
Q1 		$854K Buy
26,302
+3,582
+16% +$113K 0.57% 55
2016
Q4 		$700K Sell
22,720
-9,588
-30% -$293K 0.5% 55
2016
Q3 		$1.04M Buy
+32,308
New +$1.08M 0.77% 46

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

Westover Capital Advisors's PFE Position: Q2 2026 in Review

Westover Capital Advisors sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,204 shares — an estimated $202K sold.

Westover Capital Advisors first reported a position in PFE in Q3 2016 and held it in 24 quarters. The position peaked at $1.04M in Q3 2016. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Westover Capital Advisors reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Westover Capital Advisors sold 7,204 Pfizer shares in Q2 2026, an estimated $202K.
  • Westover Capital Advisors first reported a position in Pfizer in Q3 2016 and held it in 24 quarters.
  • Westover Capital Advisors's Pfizer position peaked at $1.04M in Q3 2016.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.