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Heritage Financial Services’s Pfizer PFE Stock Holding History

Heritage Financial Services’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
Q1 		– Sell
-7,938
Closed -$211K – 128
2024
Q4 		$211K Sell
7,938
-1,432
-15% -$38.8K 0.03% 111
2024
Q3 		$271K Buy
9,370
+200
+2% +$5.83K 0.04% 86
2024
Q2 		$257K Buy
9,170
+1,884
+26% +$51.9K 0.04% 86
2024
Q1 		$202K Sell
7,286
-256
-3% -$7.1K 0.03% 104
2023
Q4 		$217K Sell
7,542
-194
-3% -$5.87K 0.04% 93
2023
Q3 		$257K Sell
7,736
-111
-1% -$3.92K 0.05% 64
2023
Q2 		$288K Sell
7,847
-606
-7% -$23.6K 0.06% 62
2023
Q1 		$345K Buy
8,453
+606
+8% +$26.2K 0.08% 58
2022
Q4 		$402K Sell
7,847
-10,817
-58% -$519K 0.1% 53
2022
Q3 		$816K Buy
18,664
+778
+4% +$37.8K 0.5% 25
2022
Q2 		$937K Sell
17,886
-4,758
-21% -$242K 0.52% 18
2022
Q1 		$1.17M Buy
22,644
+1,336
+6% +$69.3K 0.77% 17
2021
Q4 		$1.26M Buy
+21,308
New +$1.06M 0.99% 15

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Financial Services's PFE Position: Q1 2025 in Review

Heritage Financial Services sold out of Pfizer (PFE) in Q1 2025, closing a stake of 7,938 shares — an estimated $211K sold.

Heritage Financial Services first reported a position in PFE in Q4 2021 and held it in 13 quarters. The position peaked at $1.26M in Q4 2021. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Heritage Financial Services reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Heritage Financial Services sold 7,938 Pfizer shares in Q1 2025, an estimated $211K.
  • Heritage Financial Services first reported a position in Pfizer in Q4 2021 and held it in 13 quarters.
  • Heritage Financial Services's Pfizer position peaked at $1.26M in Q4 2021.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Heritage Financial Services's 13F filing for Q1 2025, filed 14 May 2025.