Gries Financial’s Pfizer PFE Stock Holding History

Gries Financial’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	$742K	Buy	29,124 +2,299	+9%	+$56.7K	0.12%	151
2025 Q2	$650K	Buy	26,825 +168	+0.6%	+$3.92K	0.12%	148
2025 Q1	$676K	Sell	26,657 -2,589	-9%	-$67.7K	0.13%	139
2024 Q4	$776K	Buy	29,246 +1,853	+7%	+$50.3K	0.14%	141
2024 Q3	$793K	Buy	27,393 +876	+3%	+$25.6K	0.15%	139
2024 Q2	$742K	Buy	26,517 +499	+2%	+$13.7K	0.15%	125
2024 Q1	$722K	Buy	26,018 +894	+4%	+$24.8K	0.12%	145
2023 Q4	$723K	Sell	25,124 -218	-0.9%	-$6.59K	0.16%	109
2023 Q3	$841K	Sell	25,342 -2,426	-9%	-$85.8K	0.23%	93
2023 Q2	$1.02M	Buy	27,768 +216	+0.8%	+$8.41K	0.28%	82
2023 Q1	$1.12M	Sell	27,552 -1,728	-6%	-$74.6K	0.33%	77
2022 Q4	$1.5M	Sell	29,280 -8,086	-22%	-$388K	0.5%	69
2022 Q3	$1.64M	Sell	37,366 -104	-0.3%	-$5.05K	0.69%	39
2022 Q2	$1.97M	Buy	37,470 +75	+0.2%	+$3.82K	0.93%	30
2022 Q1	$1.94M	Buy	37,395 +55	+0.1%	+$2.85K	0.71%	39
2021 Q4	$2.21M	Sell	37,340 -27,431	-42%	-$1.36M	0.9%	22
2021 Q3	$2.79M	Sell	64,771 -22,439	-26%	-$994K	0.87%	29
2021 Q2	$3.94M	Sell	87,210 -1,310	-1%	-$50.9K	1.26%	14
2021 Q1	$3.55M	Buy	+88,520	New	+$3.14M	1.13%	17

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return