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Carr Financial Group’s Pfizer PFE Stock Holding History

Carr Financial Group’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
Q3 		– Sell
-10,943
Closed -$265K – 194
2025
Q2 		$265K Sell
10,943
-1,211
-10% -$28.2K 0.08% 156
2025
Q1 		$308K Sell
12,154
-5,217
-30% -$137K 0.1% 134
2024
Q4 		$461K Sell
17,371
-5,250
-23% -$142K 0.14% 103
2024
Q3 		$655K Sell
22,621
-622
-3% -$18.1K 0.19% 88
2024
Q2 		$650K Sell
23,243
-342
-1% -$9.42K 0.21% 84
2024
Q1 		$654K Buy
23,585
+14,966
+174% +$415K 0.22% 79
2023
Q4 		$248K Sell
8,619
-2,393
-22% -$72.3K 0.09% 148
2023
Q3 		$344K Buy
11,012
+355
+3% +$12.6K 0.14% 111
2023
Q2 		$391K Sell
10,657
-280
-3% -$10.9K 0.16% 108
2023
Q1 		$446K Buy
10,937
+1
+0% +$43 0.2% 93
2022
Q4 		$560K Buy
+10,936
New +$524K 0.3% 73

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
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carr Financial Group's PFE Position: Q3 2025 in Review

Carr Financial Group sold out of Pfizer (PFE) in Q3 2025, closing a stake of 10,943 shares — an estimated $265K sold.

Carr Financial Group first reported a position in PFE in Q4 2022 and held it in 11 quarters. The position peaked at $655K in Q3 2024. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Carr Financial Group reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Carr Financial Group sold 10,943 Pfizer shares in Q3 2025, an estimated $265K.
  • Carr Financial Group first reported a position in Pfizer in Q4 2022 and held it in 11 quarters.
  • Carr Financial Group's Pfizer position peaked at $655K in Q3 2024.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Carr Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.