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Financial Advocates Investment Management’s Pfizer PFE Stock Holding History

Financial Advocates Investment 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
2024
Q3 		– Sell
-1,000
Closed -$28K – 801
2024
Q2 		$28K Buy
+1,000
New +$27.5K ﹤0.01% 735

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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 $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Advocates Investment Management's PFE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 15,281 shares — an estimated $370K sold.

Financial Advocates Investment Management first reported a position in PFE in Q4 2017 and held it in 31 quarters. The position peaked at $3.19M in Q4 2021. 2,814 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 15,281 Pfizer shares in Q3 2025, an estimated $370K.
  • Financial Advocates Investment Management first reported a position in Pfizer in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Pfizer position peaked at $3.19M in Q4 2021.
  • 2,814 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.