Bolthouse Investments’s Pfizer PFE Stock Holding History

Bolthouse Investments’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	-8,274	Closed	-$210K	–	76
2025 Q1	$210K	Hold	8,274	–	–	0.22%	70
2024 Q4	$220K	Buy	+8,274	New	+$224K	0.2%	77

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

Bolthouse Investments's PFE Position: Q2 2025 in Review

Bolthouse Investments sold out of Pfizer (PFE) in Q2 2025, closing a stake of 8,274 shares — an estimated $210K sold.

Bolthouse Investments first reported a position in PFE in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q4 2024. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Bolthouse Investments reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Bolthouse Investments sold 8,274 Pfizer shares in Q2 2025, an estimated $210K.
Bolthouse Investments first reported a position in Pfizer in Q4 2024 and held it in 2 quarters.
Bolthouse Investments's Pfizer position peaked at $220K in Q4 2024.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Bolthouse Investments's 13F filing for Q2 2025, filed 1 Aug 2025.