Greenup Street Wealth Management’s Pfizer PFE Stock Holding History

Greenup Street Wealth 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
2025 Q4	–	Sell	-9,380	Closed	-$239K	–	147
2025 Q3	$239K	Buy	+9,380	New	+$232K	0.04%	129
2023 Q1	–	Sell	-4,223	Closed	-$216K	–	85
2022 Q4	$216K	Sell	4,223 -568	-12%	-$27.2K	0.09%	80
2022 Q3	$210K	Buy	4,791 +4	+0.1%	+$194	0.09%	77
2022 Q2	$251K	Buy	4,787 +228	+5%	+$11.6K	0.12%	75
2022 Q1	$236K	Buy	4,559 +125	+3%	+$6.49K	0.13%	74
2021 Q4	$262K	Buy	+4,434	New	+$220K	0.15%	75

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Greenup Street Wealth Management's PFE Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of Pfizer (PFE) in Q4 2025, closing a stake of 9,380 shares — an estimated $239K sold.

Greenup Street Wealth Management first reported a position in PFE in Q4 2021 and held it in 6 quarters. The position peaked at $262K in Q4 2021. 2,914 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Greenup Street Wealth Management reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Greenup Street Wealth Management sold 9,380 Pfizer shares in Q4 2025, an estimated $239K.
Greenup Street Wealth Management first reported a position in Pfizer in Q4 2021 and held it in 6 quarters.
Greenup Street Wealth Management's Pfizer position peaked at $262K in Q4 2021.
2,914 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.