Emergent Wealth Advisors’s Pfizer PFE Stock Holding History

Emergent Wealth 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 Q3	–	Sell	-9,435	Closed	-$229K	–	128
2025 Q2	$229K	Buy	+9,435	New	+$220K	0.15%	105

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Emergent Wealth Advisors's PFE Position: Q3 2025 in Review

Emergent Wealth Advisors sold out of Pfizer (PFE) in Q3 2025, closing a stake of 9,435 shares — an estimated $229K sold.

Emergent Wealth Advisors first reported a position in PFE in Q2 2025 and held it in 1 quarter. The position peaked at $229K in Q2 2025. 2,817 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

Emergent Wealth Advisors reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
Emergent Wealth Advisors sold 9,435 Pfizer shares in Q3 2025, an estimated $229K.
Emergent Wealth Advisors first reported a position in Pfizer in Q2 2025 and held it in 1 quarter.
Emergent Wealth Advisors's Pfizer position peaked at $229K in Q2 2025.
2,817 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Emergent Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.