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Altus Wealth Group’s Pfizer PFE Stock Holding History

Altus Wealth 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
2025
Q2 		– Sell
-7,995
Closed -$203K – 141
2025
Q1 		$203K Sell
7,995
-299
-4% -$7.82K 0.09% 128
2024
Q4 		$220K Sell
8,294
-1,143
-12% -$31K 0.1% 133
2024
Q3 		$273K Buy
9,437
+204
+2% +$5.95K 0.12% 119
2024
Q2 		$258K Sell
9,233
-1,485
-14% -$40.9K 0.13% 114
2024
Q1 		$297K Sell
10,718
-839
-7% -$23.3K 0.15% 112
2023
Q4 		$333K Sell
11,557
-1,198
-9% -$36.2K 0.18% 107
2023
Q3 		$423K Buy
12,755
+2
+0% +$71 0.27% 84
2023
Q2 		$468K Sell
12,753
-710
-5% -$27.6K 0.29% 82
2023
Q1 		$549K Sell
13,463
-13
-0.1% -$561 0.37% 69
2022
Q4 		$691K Sell
13,476
-99
-0.7% -$4.75K 0.52% 51
2022
Q3 		$584K Hold
13,575
– – 0.58% 48
2022
Q2 		$584K Buy
13,575
+3
+0% +$153 0.58% 48
2022
Q1 		$703K Sell
13,572
-8
-0.1% -$415 0.58% 38
2021
Q4 		$802K Buy
13,580
+5
+0% +$248 0.66% 37
2021
Q3 		$584K Sell
13,575
-2,772
-17% -$123K 0.58% 48
2021
Q2 		$640K Buy
16,347
+193
+1% +$7.5K 0.63% 37
2021
Q1 		$645K Buy
16,154
+3,588
+29% +$127K 0.64% 35
2020
Q4 		$463K Buy
+12,566
New +$461K 0.44% 44

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Altus Wealth Group's PFE Position: Q2 2025 in Review

Altus Wealth Group sold out of Pfizer (PFE) in Q2 2025, closing a stake of 7,995 shares — an estimated $203K sold.

Altus Wealth Group first reported a position in PFE in Q4 2020 and held it in 18 quarters. The position peaked at $802K in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Altus Wealth Group reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Altus Wealth Group sold 7,995 Pfizer shares in Q2 2025, an estimated $203K.
  • Altus Wealth Group first reported a position in Pfizer in Q4 2020 and held it in 18 quarters.
  • Altus Wealth Group's Pfizer position peaked at $802K in Q4 2021.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Altus Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.