Evolution Advisers’s Pfizer PFE Stock Holding History

Evolution Advisers’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	-48	Closed	-$1K	–	173
2024 Q4	$1K	Buy	+48	New	+$1.3K	﹤0.01%	151
2023 Q4	–	Sell	-794	Closed	-$26K	–	226
2023 Q3	$26K	Hold	794	–	–	0.02%	90
2023 Q2	$29K	Hold	794	–	–	0.02%	87
2023 Q1	$32K	Hold	794	–	–	0.02%	76
2022 Q4	$40K	Hold	794	–	–	0.03%	70
2022 Q3	$34K	Hold	794	–	–	0.03%	69
2022 Q2	$41K	Hold	794	–	–	0.03%	65
2022 Q1	$41K	Buy	794 +600	+309%	+$31.1K	0.03%	69
2021 Q4	$11K	Buy	+194	New	+$9.61K	0.01%	93

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

Evolution Advisers's PFE Position: Q1 2025 in Review

Evolution Advisers sold out of Pfizer (PFE) in Q1 2025, closing a stake of 48 shares — an estimated $1K sold.

Evolution Advisers first reported a position in PFE in Q4 2021 and held it in 9 quarters. The position peaked at $41K in Q2 2022. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Evolution Advisers reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Evolution Advisers sold 48 Pfizer shares in Q1 2025, an estimated $1K.
Evolution Advisers first reported a position in Pfizer in Q4 2021 and held it in 9 quarters.
Evolution Advisers's Pfizer position peaked at $41K in Q2 2022.
2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Evolution Advisers's 13F filing for Q1 2025, filed 9 May 2025.