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Atlas Private Wealth Advisors’s Pfizer PFE Stock Holding History

Atlas Private Wealth 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
2025
Q3 		– Sell
-17,149
Closed -$416K – 183
2025
Q2 		$416K Sell
17,149
-16,303
-49% -$380K 0.05% 130
2025
Q1 		$848K Sell
33,452
-24,881
-43% -$651K 0.12% 86
2024
Q4 		$1.55M Sell
58,333
-7,863
-12% -$213K 0.22% 60
2024
Q3 		$1.92M Buy
66,196
+1,730
+3% +$50.5K 0.28% 47
2024
Q2 		$1.8M Buy
64,466
+34,142
+113% +$940K 0.29% 46
2024
Q1 		$841K Sell
30,324
-24,065
-44% -$668K 0.28% 47
2023
Q4 		$1.57M Sell
54,389
-3,780
-6% -$114K 0.29% 45
2023
Q3 		$1.93M Buy
58,169
+4,951
+9% +$175K 0.36% 47
2023
Q2 		$1.95M Buy
53,218
+28,826
+118% +$1.12M 0.4% 46
2023
Q1 		$995K Buy
24,392
+210
+0.9% +$9.07K 0.46% 39
2022
Q4 		$1.24M Sell
24,182
-370
-2% -$17.7K 0.66% 31
2022
Q3 		$1.07M Sell
24,552
-641
-3% -$31.1K 0.65% 33
2022
Q2 		$1.32M Sell
25,193
-3,629
-13% -$185K 0.79% 28
2022
Q1 		$1.49M Buy
28,822
+585
+2% +$30.4K 0.66% 33
2021
Q4 		$1.67M Sell
28,237
-800
-3% -$39.6K 0.77% 37
2021
Q3 		$1.25M Buy
29,037
+1,830
+7% +$81.1K 0.65% 30
2021
Q2 		$1.06M Buy
27,207
+556
+2% +$21.6K 0.58% 34
2021
Q1 		$966K Buy
26,651
+6,223
+30% +$221K 0.54% 39
2020
Q4 		$752K Buy
20,428
+1,324
+7% +$48.6K 0.5% 42
2020
Q3 		$665K Buy
19,104
+1,454
+8% +$51K 0.56% 40
2020
Q2 		$548K Buy
+17,650
New +$600K 0.49% 49

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

Atlas Private Wealth Advisors's PFE Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Pfizer (PFE) in Q3 2025, closing a stake of 17,149 shares — an estimated $416K sold.

Atlas Private Wealth Advisors first reported a position in PFE in Q2 2020 and held it in 21 quarters. The position peaked at $1.95M in Q2 2023. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 17,149 Pfizer shares in Q3 2025, an estimated $416K.
  • Atlas Private Wealth Advisors first reported a position in Pfizer in Q2 2020 and held it in 21 quarters.
  • Atlas Private Wealth Advisors's Pfizer position peaked at $1.95M in Q2 2023.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.