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Centricity Wealth Management’s Pfizer PFE Stock Holding History

Centricity 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 		$74K Buy
3,051
+16
+0.5% +$373 0.06% 135
2025
Q1 		$76.9K Buy
3,035
+14
+0.5% +$366 0.07% 127
2024
Q4 		$80.1K Buy
+3,021
New +$81.9K 0.07% 127

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Centricity Wealth Management's PFE Position: Q2 2025 in Review

Centricity Wealth Management increased its Pfizer (PFE) stake by 0.53% in Q2 2025, buying an estimated $373 and bringing the position to 3,051 shares worth $74K. The position accounts for 0.06% of the portfolio, ranked #135.

Centricity Wealth Management first reported a position in PFE in Q4 2024 and has held it in 3 quarters since. The position peaked at $80.1K in Q4 2024. 2,813 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Centricity Wealth Management held 3,051 shares of Pfizer worth $74K as of Q2 2025.
  • Centricity Wealth Management bought 16 Pfizer shares in Q2 2025, an estimated $373.
  • Pfizer made up 0.06% of Centricity Wealth Management's portfolio in Q2 2025, its #135 holding.
  • Centricity Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Pfizer position peaked at $80.1K in Q4 2024.
  • 2,813 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.