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Bordeaux Wealth Advisors’s Pfizer PFE Stock Holding History

Bordeaux 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
Q2 		$338K Buy
13,939
+3,377
+32% +$78.8K 0.04% 119
2025
Q1 		$268K Sell
10,562
-2,812
-21% -$73.6K 0.05% 127
2024
Q4 		$355K Buy
13,374
+1,470
+12% +$39.9K 0.06% 107
2024
Q3 		$345K Buy
11,904
+1,775
+18% +$51.8K 0.06% 113
2024
Q2 		$283K Buy
+10,129
New +$279K 0.05% 113
2024
Q1 		– Sell
-7,423
Closed -$214K – 122
2023
Q4 		$214K Buy
7,423
+12
+0.2% +$363 0.07% 104
2023
Q3 		$246K Buy
7,411
+589
+9% +$20.8K 0.1% 83
2023
Q2 		$250K Sell
6,822
-12,907
-65% -$502K 0.1% 84
2023
Q1 		$805K Sell
19,729
-625
-3% -$27K 0.41% 38
2022
Q4 		$1.04M Sell
20,354
-636
-3% -$30.5K 0.57% 24
2022
Q3 		$919K Buy
20,990
+414
+2% +$20.1K 0.58% 30
2022
Q2 		$1.08M Sell
20,576
-1,743
-8% -$88.8K 0.74% 25
2022
Q1 		$1.16M Buy
22,319
+1,817
+9% +$94.3K 0.62% 29
2021
Q4 		$1.21M Buy
20,502
+1,665
+9% +$82.5K 0.56% 31
2021
Q3 		$810K Sell
18,837
-159
-0.8% -$7.04K 0.46% 35
2021
Q2 		$744K Buy
18,996
+1,000
+6% +$38.9K 0.43% 38
2021
Q1 		$652K Hold
17,996
– – 0.45% 34
2020
Q4 		$662K Buy
+17,996
New +$660K 0.5% 31

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
Norges Bank
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bordeaux Wealth Advisors's PFE Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Pfizer (PFE) stake by 32% in Q2 2025, buying an estimated $78.8K and bringing the position to 13,939 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #119.

Bordeaux Wealth Advisors first reported a position in PFE in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2021. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Bordeaux Wealth Advisors held 13,939 shares of Pfizer worth $338K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 3,377 Pfizer shares in Q2 2025, an estimated $78.8K.
  • Pfizer made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #119 holding.
  • Bordeaux Wealth Advisors first reported a position in Pfizer in Q4 2020 and has held it in 18 quarters since.
  • Bordeaux Wealth Advisors's Pfizer position peaked at $1.21M in Q4 2021.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.