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 $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return