Atria Wealth Solutions’s Pfizer PFE Stock Holding History

Atria Wealth Solutions’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	$4.78M	Sell	195,671 -381,972	-66%	-$8.91M	0.11%	218
2025 Q1	$14.6M	Sell	577,643 -7,320	-1%	-$192K	0.18%	126
2024 Q4	$15.5M	Buy	584,963 +7,544	+1%	+$205K	0.17%	124
2024 Q3	$16.7M	Buy	577,419 +27,324	+5%	+$797K	0.18%	119
2024 Q2	$15.4M	Buy	550,095 +53,295	+11%	+$1.47M	0.17%	126
2024 Q1	$13.8M	Buy	496,800 +17,201	+4%	+$477K	0.16%	143
2023 Q4	$13.8M	Sell	479,599 -16,994	-3%	-$514K	0.17%	125
2023 Q3	$16.5M	Sell	496,593 -29,683	-6%	-$1.05M	0.23%	97
2023 Q2	$19.3M	Buy	526,276 +25,806	+5%	+$1M	0.26%	80
2023 Q1	$20.4M	Sell	500,470 -11,434	-2%	-$494K	0.3%	75
2022 Q4	$26.2M	Buy	511,904 +12,851	+3%	+$616K	0.42%	41
2022 Q3	$21.8M	Buy	499,053 +261,471	+110%	+$12.7M	0.38%	49
2022 Q2	$26.1M	Sell	237,582 -209,299	-47%	-$10.7M	0.52%	39
2022 Q1	$23.1M	Buy	+446,881	New	+$23.2M	0.38%	47

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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