Back to PFE
Kestra Advisory Services, LLC → PFE
Kestra Advisory Services, LLC PFE Position History
Pfizer Inc. • Healthcare
Quarters held
10
Latest value
$52.2M
Q3 2026
Peak value
$54.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q3 2025 | $40.2M |
| Q4 2025 | $6.8M |
| Q4 2025 | $42.5M |
| Q1 2026 | $8.7M |
| Q1 2026 | $54.9M |
| Q2 2026 | $9.9M |
| Q2 2026 | $45.4M |
| Q3 2026 | $12.3M |
| Q3 2026 | $52.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $52.2M | 1.83M | — | — |
| Q3 2026 | $12.3M | 611.3K | — | — |
| Q2 2026 | $45.4M | 1.88M | — | — |
| Q2 2026 | $9.9M | 475.1K | — | — |
| Q1 2026 | $54.9M | 1.95M | — | — |
| Q1 2026 | $8.7M | 414.5K | — | — |
| Q4 2025 | $42.5M | 1.71M | — | — |
| Q4 2025 | $6.8M | 322.6K | — | — |
| Q3 2025 | $40.2M | 1.58M | — | — |
| Q3 2025 | $5.5M | 257.3K | — | — |
Other funds holding PFE
$12.6B
$12.2B
$12.2B
$8.5B
$8.4B
$8.3B