Congress Wealth Management’s Pfizer PFE Stock Holding History

Congress 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	$17.2M	Buy	708,407 +180,608	+34%	+$4.21M	0.17%	150
2025 Q1	$13.5M	Buy	527,799 +189,057	+56%	+$4.95M	0.16%	161
2024 Q4	$8.99M	Sell	338,742 -112,434	-25%	-$3.05M	0.12%	211
2024 Q3	$13.1M	Buy	451,176 +226,661	+101%	+$6.61M	0.17%	173
2024 Q2	$6.28M	Buy	224,515 +193,773	+630%	+$5.33M	0.1%	220
2024 Q1	$853K	Sell	30,742 -29,392	-49%	-$816K	0.01%	388
2023 Q4	$1.73M	Buy	60,134 +19,687	+49%	+$595K	0.03%	331
2023 Q3	$1.34M	Sell	40,447 -2,595	-6%	-$91.8K	0.03%	342
2023 Q2	$1.58M	Sell	43,042 -379	-0.9%	-$14.8K	0.04%	297
2023 Q1	$1.77M	Sell	43,421 -2,923	-6%	-$126K	0.04%	278
2022 Q4	$2.37M	Buy	46,344 +1,052	+2%	+$50.4K	0.06%	247
2022 Q3	$1.98M	Sell	45,292 -1,646	-4%	-$80K	0.05%	272
2022 Q2	$2.46M	Sell	46,938 -5,788	-11%	-$295K	0.06%	260
2022 Q1	$2.73M	Buy	52,726 +523	+1%	+$27.1K	0.06%	272
2021 Q4	$3.08M	Buy	+52,203	New	+$2.59M	0.06%	272

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Congress Wealth Management increased its Pfizer (PFE) stake by 34% in Q2 2025, buying an estimated $4.21M and bringing the position to 708,407 shares worth $17.2M. The position accounts for 0.17% of the portfolio, ranked #150.

Congress Wealth Management first reported a position in PFE in Q4 2021 and has held it in 15 quarters since. 2,813 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Congress Wealth Management held 708,407 shares of Pfizer worth $17.2M as of Q2 2025.
Congress Wealth Management bought 180,608 Pfizer shares in Q2 2025, an estimated $4.21M.
Pfizer made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #150 holding.
Congress Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 15 quarters since.
2,813 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.