Essential Planning’s Pfizer PFE Stock Holding History

Essential Planning’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 Q1	–	Sell	-209,735	Closed	-$5.69M	–	239
2024 Q4	$5.69M	Buy	+209,735	New	+$5.69M	0.04%	111

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Essential Planning's PFE Position: Q1 2025 in Review

Essential Planning sold out of Pfizer (PFE) in Q1 2025, closing a stake of 209,735 shares — an estimated $5.69M sold.

Essential Planning first reported a position in PFE in Q4 2024 and held it in 1 quarter. The position peaked at $5.69M in Q4 2024. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Essential Planning reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 209,735 Pfizer shares in Q1 2025, an estimated $5.69M.
Essential Planning first reported a position in Pfizer in Q4 2024 and held it in 1 quarter.
Essential Planning's Pfizer position peaked at $5.69M in Q4 2024.
2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.