Financial Gravity Companies’s Pfizer PFE Stock Holding History

Financial Gravity Companies’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 Q2	$21.7K	Buy	+897	New	+$20.9K	﹤0.01%	441
2024 Q4	$19K	Buy	715 +278	+64%	+$7.54K	﹤0.01%	454
2024 Q3	$12.6K	Buy	+437	New	+$12.7K	﹤0.01%	319
2018 Q4	$314K	Buy	+7,721	New	+$321K	0.29%	60
2018 Q1	$269K	Buy	8,136 +144	+2%	+$4.95K	0.28%	62
2017 Q4	$281K	Buy	+7,992	New	+$273K	0.32%	56

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Financial Gravity Companies's PFE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Pfizer (PFE) in Q2 2025: 897 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PFE as recently as Q4 2024.

Financial Gravity Companies first reported a position in PFE in Q4 2017 and has held it in 6 quarters since. The position peaked at $314K in Q4 2018. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Financial Gravity Companies held 897 shares of Pfizer worth $21.7K as of Q2 2025.
Pfizer was a new Financial Gravity Companies position in Q2 2025.
Pfizer made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #441 holding.
Financial Gravity Companies first reported a position in Pfizer in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Pfizer position peaked at $314K in Q4 2018.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.