Clearwater Capital Advisors’s Pfizer PFE Stock Holding History

Clearwater Capital 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	-10,238	Closed	-$272K	–	173
2024 Q4	$272K	Sell	10,238 -110	-1%	-$2.98K	0.03%	145
2024 Q3	$299K	Buy	+10,348	New	+$302K	0.03%	137
2022 Q3	–	Sell	-4,269	Closed	-$224K	–	159
2022 Q2	$224K	Sell	4,269 -1	-0%	-$51	0.03%	134
2022 Q1	$221K	Hold	4,270	–	–	0.03%	157
2021 Q4	$252K	Buy	+4,270	New	+$212K	0.03%	147
2019 Q2	–	Sell	-6,089	Closed	-$245K	–	188
2019 Q1	$245K	Buy	6,089 +269	+5%	+$10.8K	0.05%	178
2018 Q4	$241K	Buy	5,820 +243	+4%	+$10.1K	0.05%	180
2018 Q3	$233K	Buy	+5,577	New	+$215K	0.05%	178
2018 Q2	–	Sell	-4,631	Closed	-$156K	–	450
2018 Q1	$156K	Buy	+4,631	New	+$159K	0.03%	194
2017 Q1	–	Sell	-7,104	Closed	-$222K	–	161
2016 Q4	$222K	Buy	+7,104	New	+$217K	0.08%	138

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

Clearwater Capital Advisors's PFE Position: Q1 2025 in Review

Clearwater Capital Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 10,238 shares — an estimated $272K sold.

Clearwater Capital Advisors first reported a position in PFE in Q4 2016 and held it in 10 quarters. The position peaked at $299K in Q3 2024. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Clearwater Capital Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Clearwater Capital Advisors sold 10,238 Pfizer shares in Q1 2025, an estimated $272K.
Clearwater Capital Advisors first reported a position in Pfizer in Q4 2016 and held it in 10 quarters.
Clearwater Capital Advisors's Pfizer position peaked at $299K in Q3 2024.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Clearwater Capital Advisors's 13F filing for Q1 2025, filed 8 May 2025.