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High Net Worth Advisory Group’s Pfizer PFE Stock Holding History

High Net Worth Advisory 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
-10,066
Closed -$244K – 241
2025
Q2 		$244K Sell
10,066
-1,810
-15% -$42.2K 0.06% 200
2025
Q1 		$301K Sell
11,876
-1,200
-9% -$31.4K 0.08% 164
2024
Q4 		$347K Sell
13,076
-21,886
-63% -$594K 0.1% 158
2024
Q3 		$1.01M Buy
34,962
+16,316
+88% +$476K 0.28% 81
2024
Q2 		$522K Sell
18,646
-6,355
-25% -$175K 0.16% 113
2024
Q1 		$694K Buy
25,001
+600
+2% +$16.6K 0.22% 97
2023
Q4 		$703K Sell
24,401
-14,239
-37% -$430K 0.26% 88
2023
Q3 		$1.28M Sell
38,640
-1,625
-4% -$57.5K 0.51% 51
2023
Q2 		$1.48M Buy
40,265
+2,575
+7% +$100K 0.57% 47
2023
Q1 		$1.54M Sell
37,690
-3,101
-8% -$134K 0.63% 45
2022
Q4 		$2.09M Sell
40,791
-1,527
-4% -$73.2K 0.81% 24
2022
Q3 		$1.85M Sell
42,318
-300
-0.7% -$14.6K 0.79% 27
2022
Q2 		$2.23M Buy
42,618
+1,969
+5% +$100K 0.93% 22
2022
Q1 		$2.1M Buy
40,649
+2,112
+5% +$110K 0.76% 32
2021
Q4 		$2.28M Buy
+38,537
New +$1.91M 0.79% 32

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

High Net Worth Advisory Group's PFE Position: Q3 2025 in Review

High Net Worth Advisory Group sold out of Pfizer (PFE) in Q3 2025, closing a stake of 10,066 shares — an estimated $244K sold.

High Net Worth Advisory Group first reported a position in PFE in Q4 2021 and held it in 15 quarters. The position peaked at $2.28M in Q4 2021. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • High Net Worth Advisory Group reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • High Net Worth Advisory Group sold 10,066 Pfizer shares in Q3 2025, an estimated $244K.
  • High Net Worth Advisory Group first reported a position in Pfizer in Q4 2021 and held it in 15 quarters.
  • High Net Worth Advisory Group's Pfizer position peaked at $2.28M in Q4 2021.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on High Net Worth Advisory Group's 13F filing for Q3 2025, filed 29 Oct 2025.