Aviso Financial’s Pfizer PFE Stock Holding History

Aviso Financial’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	-128	Closed	-$3.24K	–	364
2025 Q1	$3.24K	Buy	+128	New	+$3.35K	﹤0.01%	320
2024 Q4	–	Sell	-29,360	Closed	-$850K	–	383
2024 Q3	$850K	Buy	29,360 +2,030	+7%	+$59.2K	0.04%	158
2024 Q2	$765K	Buy	+27,330	New	+$752K	0.04%	162

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Aviso Financial's PFE Position: Q2 2025 in Review

Aviso Financial sold out of Pfizer (PFE) in Q2 2025, closing a stake of 128 shares — an estimated $3.24K sold.

Aviso Financial first reported a position in PFE in Q2 2024 and held it in 3 quarters. The position peaked at $850K in Q3 2024. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Aviso Financial reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Aviso Financial sold 128 Pfizer shares in Q2 2025, an estimated $3.24K.
Aviso Financial first reported a position in Pfizer in Q2 2024 and held it in 3 quarters.
Aviso Financial's Pfizer position peaked at $850K in Q3 2024.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Aviso Financial's 13F filing for Q2 2025, filed 12 Aug 2025.