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Goldstein Advisors’s Pfizer PFE Stock Holding History

Goldstein 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
Q3 		– Sell
-9,833
Closed -$238K – 210
2025
Q2 		$238K Sell
9,833
-736
-7% -$17.2K 0.03% 163
2025
Q1 		$268K Buy
10,569
+132
+1% +$3.45K 0.04% 145
2024
Q4 		$277K Sell
10,437
-629
-6% -$17.1K 0.04% 144
2024
Q3 		$320K Sell
11,066
-104
-0.9% -$3.03K 0.05% 118
2024
Q2 		$313K Sell
11,170
-342
-3% -$9.42K 0.05% 109
2024
Q1 		$319K Buy
11,512
+78
+0.7% +$2.16K 0.05% 105
2023
Q4 		$329K Sell
11,434
-1,488
-12% -$45K 0.06% 133
2023
Q3 		$429K Buy
12,922
+1,046
+9% +$37K 0.09% 80
2023
Q2 		$436K Buy
11,876
+327
+3% +$12.7K 0.09% 80
2023
Q1 		$471K Buy
11,549
+1,052
+10% +$45.4K 0.1% 75
2022
Q4 		$538K Buy
+10,497
New +$503K 0.13% 71

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $751B AUM 38.74% 1-Year Est. Return

Goldstein Advisors's PFE Position: Q3 2025 in Review

Goldstein Advisors sold out of Pfizer (PFE) in Q3 2025, closing a stake of 9,833 shares — an estimated $238K sold.

Goldstein Advisors first reported a position in PFE in Q4 2022 and held it in 11 quarters. The position peaked at $538K in Q4 2022. 2,817 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Goldstein Advisors reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Goldstein Advisors sold 9,833 Pfizer shares in Q3 2025, an estimated $238K.
  • Goldstein Advisors first reported a position in Pfizer in Q4 2022 and held it in 11 quarters.
  • Goldstein Advisors's Pfizer position peaked at $538K in Q4 2022.
  • 2,817 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Goldstein Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.