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Capital A Wealth Management’s Pfizer PFE Stock Holding History

Capital A Wealth Management’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 		$19.4K Buy
675
+556
+467% +$13K 0.22% 146
2025
Q1 		$3.02K Buy
119
+98
+467% +$2.56K ﹤0.01% 444
2024
Q4 		$557 Buy
+21
New +$570 ﹤0.01% 643

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

Capital A Wealth Management's PFE Position: Q2 2025 in Review

Capital A Wealth Management increased its Pfizer (PFE) stake by 467% in Q2 2025, buying an estimated $13K and bringing the position to 675 shares worth $19.4K. The position accounts for 0.22% of the portfolio, ranked #146.

Capital A Wealth Management first reported a position in PFE in Q4 2024 and has held it in 3 quarters since. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Capital A Wealth Management held 675 shares of Pfizer worth $19.4K as of Q2 2025.
  • Capital A Wealth Management bought 556 Pfizer shares in Q2 2025, an estimated $13K.
  • Pfizer made up 0.22% of Capital A Wealth Management's portfolio in Q2 2025, its #146 holding.
  • Capital A Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 3 quarters since.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.