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Compass Planning Associates’s Pfizer PFE Stock Holding History

Compass Planning Associates’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
-5,457
Closed -$132K – 94
2025
Q2 		$132K Buy
5,457
+93
+2% +$2.17K 0.12% 39
2025
Q1 		$136K Buy
5,364
+86
+2% +$2.25K 0.14% 39
2024
Q4 		$140K Buy
+5,278
New +$143K 0.14% 40

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

Compass Planning Associates's PFE Position: Q3 2025 in Review

Compass Planning Associates sold out of Pfizer (PFE) in Q3 2025, closing a stake of 5,457 shares — an estimated $132K sold.

Compass Planning Associates first reported a position in PFE in Q4 2024 and held it in 3 quarters. The position peaked at $140K in Q4 2024. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Compass Planning Associates reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 5,457 Pfizer shares in Q3 2025, an estimated $132K.
  • Compass Planning Associates first reported a position in Pfizer in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Pfizer position peaked at $140K in Q4 2024.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.