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Encompass Wealth Advisors’s Pfizer PFE Stock Holding History

Encompass 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
Q4 		– Sell
-15,276
Closed -$389K – 110
2025
Q3 		$389K Buy
15,276
+423
+3% +$10.4K 0.13% 78
2025
Q2 		$360K Buy
14,853
+1,094
+8% +$25.5K 0.13% 79
2025
Q1 		$349K Buy
13,759
+73
+0.5% +$1.91K 0.14% 74
2024
Q4 		$363K Buy
13,686
+1,560
+13% +$42.3K 0.15% 75
2024
Q3 		$351K Buy
12,126
+16
+0.1% +$467 0.09% 179
2024
Q2 		$339K Buy
12,110
+506
+4% +$13.9K 0.09% 174
2024
Q1 		$322K Buy
11,604
+346
+3% +$9.6K 0.09% 188
2023
Q4 		$324K Sell
11,258
-190
-2% -$5.74K 0.1% 162
2023
Q3 		$380K Sell
11,448
-488
-4% -$17.3K 0.13% 140
2023
Q2 		$438K Buy
11,936
+328
+3% +$12.8K 0.14% 129
2023
Q1 		$474K Buy
11,608
+35
+0.3% +$1.51K 0.16% 115
2022
Q4 		$593K Buy
11,573
+22
+0.2% +$1.05K 0.22% 88
2022
Q3 		$505K Buy
11,551
+509
+5% +$24.7K 0.19% 98
2022
Q2 		$579K Sell
11,042
-543
-5% -$27.7K 0.2% 92
2022
Q1 		$600K Sell
11,585
-10
-0.1% -$519 0.15% 113
2021
Q4 		$685K Sell
11,595
-19
-0.2% -$941 0.17% 102
2021
Q3 		$499K Sell
11,614
-1,634
-12% -$72.4K 0.13% 124
2021
Q2 		$518K Sell
13,248
-2,010
-13% -$78.2K 0.13% 131
2021
Q1 		$609K Buy
15,258
+2,136
+16% +$75.8K 0.16% 117
2020
Q4 		$483K Buy
+13,122
New +$481K 0.28% 65

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Encompass Wealth Advisors's PFE Position: Q4 2025 in Review

Encompass Wealth Advisors sold out of Pfizer (PFE) in Q4 2025, closing a stake of 15,276 shares — an estimated $389K sold.

Encompass Wealth Advisors first reported a position in PFE in Q4 2020 and held it in 20 quarters. The position peaked at $685K in Q4 2021. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Encompass Wealth Advisors reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Encompass Wealth Advisors sold 15,276 Pfizer shares in Q4 2025, an estimated $389K.
  • Encompass Wealth Advisors first reported a position in Pfizer in Q4 2020 and held it in 20 quarters.
  • Encompass Wealth Advisors's Pfizer position peaked at $685K in Q4 2021.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Encompass Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.