Cardiff Park Advisors’s Pfizer PFE Stock Holding History

Cardiff Park 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 Q1	–	Sell	-7,765	Closed	-$206K	–	354
2024 Q4	$206K	Buy	7,765 +5	+0.1%	+$136	0.02%	250
2024 Q3	$225K	Sell	7,760 -1,300	-14%	-$37.9K	0.02%	238
2024 Q2	$253K	Buy	9,060 +5	+0.1%	+$138	0.02%	217
2024 Q1	$251K	Buy	9,055 +300	+3%	+$8.32K	0.02%	226
2023 Q4	$252K	Hold	8,755	–	–	0.03%	202
2023 Q3	$290K	Sell	8,755 -3,482	-28%	-$123K	0.04%	178
2023 Q2	$449K	Buy	12,237 +2,482	+25%	+$96.6K	0.06%	157
2023 Q1	$398K	Hold	9,755	–	–	0.05%	160
2022 Q4	$500K	Sell	9,755 -665	-6%	-$31.9K	0.07%	143
2022 Q3	$456K	Sell	10,420 -1,211	-10%	-$58.8K	0.07%	146
2022 Q2	$610K	Buy	11,631 +874	+8%	+$44.5K	0.09%	121
2022 Q1	$557K	Sell	10,757 -3,290	-23%	-$171K	0.08%	132
2021 Q4	$829K	Buy	+14,047	New	+$696K	0.11%	95

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cardiff Park Advisors's PFE Position: Q1 2025 in Review

Cardiff Park Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 7,765 shares — an estimated $206K sold.

Cardiff Park Advisors first reported a position in PFE in Q4 2021 and held it in 13 quarters. The position peaked at $829K in Q4 2021. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Cardiff Park Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Cardiff Park Advisors sold 7,765 Pfizer shares in Q1 2025, an estimated $206K.
Cardiff Park Advisors first reported a position in Pfizer in Q4 2021 and held it in 13 quarters.
Cardiff Park Advisors's Pfizer position peaked at $829K in Q4 2021.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Cardiff Park Advisors's 13F filing for Q1 2025, filed 15 May 2025.