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Goldstone Financial Group’s Pfizer PFE Stock Holding History

Goldstone Financial Group’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
-25,241
Closed -$641K – 222
2025
Q2 		$641K Buy
25,241
+8,832
+54% +$206K 0.08% 139
2025
Q1 		$416K Buy
+16,409
New +$429K 0.06% 144
2024
Q2 		– Sell
-8,445
Closed -$234K – 185
2024
Q1 		$234K Sell
8,445
-985
-10% -$27.3K 0.05% 146
2023
Q4 		$271K Buy
9,430
+2,330
+33% +$70.4K 0.07% 132
2023
Q3 		$236K Sell
7,100
-692
-9% -$24.5K 0.07% 133
2023
Q2 		$286K Buy
7,792
+966
+14% +$37.6K 0.08% 126
2023
Q1 		$278K Buy
+6,826
New +$295K 0.09% 121

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldstone Financial Group's PFE Position: Q3 2025 in Review

Goldstone Financial Group sold out of Pfizer (PFE) in Q3 2025, closing a stake of 25,241 shares — an estimated $641K sold.

Goldstone Financial Group first reported a position in PFE in Q1 2023 and held it in 7 quarters. The position peaked at $641K in Q2 2025. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Goldstone Financial Group reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 25,241 Pfizer shares in Q3 2025, an estimated $641K.
  • Goldstone Financial Group first reported a position in Pfizer in Q1 2023 and held it in 7 quarters.
  • Goldstone Financial Group's Pfizer position peaked at $641K in Q2 2025.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.