Brady Family Wealth’s Pfizer PFE Stock Holding History

Brady Family Wealth’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 Q1	–	Sell	-10,639	Closed	-$282K	–	115
2024 Q4	$282K	Sell	10,639 -3,702	-26%	-$100K	0.09%	97
2024 Q3	$415K	Sell	14,341 -999	-7%	-$29.1K	0.12%	91
2024 Q2	$429K	Buy	15,340 +1	+0%	+$28	0.14%	86
2024 Q1	$426K	Buy	15,339 +3,926	+34%	+$109K	0.14%	88
2023 Q4	$329K	Sell	11,413 -1,059	-8%	-$32K	0.11%	98
2023 Q3	$414K	Sell	12,472 -440	-3%	-$15.6K	0.16%	82
2023 Q2	$474K	Buy	12,912 +41	+0.3%	+$1.6K	0.18%	82
2023 Q1	$525K	Hold	12,871	–	–	0.21%	79
2022 Q4	$660K	Buy	+12,871	New	+$617K	0.27%	71

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brady Family Wealth's PFE Position: Q1 2025 in Review

Brady Family Wealth sold out of Pfizer (PFE) in Q1 2025, closing a stake of 10,639 shares — an estimated $282K sold.

Brady Family Wealth first reported a position in PFE in Q4 2022 and held it in 9 quarters. The position peaked at $660K in Q4 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Brady Family Wealth reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Brady Family Wealth sold 10,639 Pfizer shares in Q1 2025, an estimated $282K.
Brady Family Wealth first reported a position in Pfizer in Q4 2022 and held it in 9 quarters.
Brady Family Wealth's Pfizer position peaked at $660K in Q4 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Brady Family Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.