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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 0.49% 39
2022
Q1 		$23.1M Buy
+446,881
New +$23.2M 0.38% 47

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Atria Wealth Solutions's PFE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Pfizer (PFE) stake by 66% in Q2 2025, selling an estimated $8.91M and leaving 195,671 shares worth $4.78M. The position accounts for 0.11% of the portfolio, ranked #218.

Atria Wealth Solutions first reported a position in PFE in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.2M in Q4 2022. 2,813 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Atria Wealth Solutions held 195,671 shares of Pfizer worth $4.78M as of Q2 2025.
  • Atria Wealth Solutions sold 381,972 Pfizer shares in Q2 2025, an estimated $8.91M.
  • Pfizer made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #218 holding.
  • Atria Wealth Solutions first reported a position in Pfizer in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Pfizer position peaked at $26.2M in Q4 2022.
  • 2,813 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.