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Accredited Wealth Management’s Pfizer PFE Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$149K Sell
201
-5,419
-96% -$134K 0.11% 79
2025
Q2 		$136K Buy
5,620
+461
+9% +$10.8K 0.11% 82
2025
Q1 		$131K Buy
5,159
+11
+0.2% +$288 0.11% 73
2024
Q4 		$137K Buy
+5,148
New +$140K 0.12% 81

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accredited Wealth Management's PFE Position: Q3 2025 in Review

Accredited Wealth Management reduced its Pfizer (PFE) stake by 96% in Q3 2025, selling an estimated $134K and leaving 201 shares worth $149K. The position accounts for 0.11% of the portfolio, ranked #79.

Accredited Wealth Management first reported a position in PFE in Q4 2024 and has held it in 4 quarters since. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Accredited Wealth Management held 201 shares of Pfizer worth $149K as of Q3 2025.
  • Accredited Wealth Management sold 5,419 Pfizer shares in Q3 2025, an estimated $134K.
  • Pfizer made up 0.11% of Accredited Wealth Management's portfolio in Q3 2025, its #79 holding.
  • Accredited Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 4 quarters since.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.