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Independent Solutions Wealth Management’s Pfizer PFE Stock Holding History

Independent Solutions 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
-15,081
Closed -$384K – 180
2025
Q3 		$384K Sell
15,081
-1,791
-11% -$44.2K 0.07% 137
2025
Q2 		$415K Sell
16,872
-2,566
-13% -$59.8K 0.08% 133
2025
Q1 		$498K Sell
19,438
-1,556
-7% -$40.7K 0.11% 125
2024
Q4 		$557K Hold
20,994
– – 0.12% 121
2024
Q3 		$608K Sell
20,994
-430
-2% -$12.5K 0.14% 108
2024
Q2 		$599K Sell
21,424
-2,885
-12% -$79.4K 0.14% 112
2024
Q1 		$675K Buy
24,309
+1,317
+6% +$36.5K 0.16% 109
2023
Q4 		$662K Sell
22,992
-4,169
-15% -$126K 0.17% 109
2023
Q3 		$901K Sell
27,161
-32,079
-54% -$1.13M 0.23% 97
2023
Q2 		$2.17M Sell
59,240
-3,169
-5% -$123K 0.55% 44
2023
Q1 		$2.55M Sell
62,409
-1,148
-2% -$49.6K 0.75% 35
2022
Q4 		$3.26M Buy
63,557
+2,262
+4% +$108K 0.99% 23
2022
Q3 		$2.68M Buy
61,295
+1,995
+3% +$96.9K 0.88% 27
2022
Q2 		$3.11M Sell
59,300
-5,925
-9% -$302K 0.97% 22
2022
Q1 		$3.38M Sell
65,225
-3,944
-6% -$205K 0.79% 28
2021
Q4 		$4.08M Buy
69,169
+1,366
+2% +$67.7K 0.96% 24
2021
Q3 		$2.92M Sell
67,803
-4,450
-6% -$197K 0.72% 36
2021
Q2 		$2.83M Buy
72,253
+14,576
+25% +$567K 0.69% 38
2021
Q1 		$2.09M Buy
57,677
+34,339
+147% +$1.22M 0.57% 43
2020
Q4 		$859K Sell
23,338
-2,219
-9% -$81.4K 0.27% 76
2020
Q3 		$890K Buy
25,557
+11,556
+83% +$405K 0.34% 57
2020
Q2 		$434K Sell
14,001
-1,685
-11% -$57.2K 0.19% 98
2020
Q1 		$486K Sell
15,686
-1,223
-7% -$41.7K 0.27% 70
2019
Q4 		$629K Buy
+16,909
New +$602K 0.28% 74

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independent Solutions Wealth Management's PFE Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Pfizer (PFE) in Q4 2025, closing a stake of 15,081 shares — an estimated $384K sold.

Independent Solutions Wealth Management first reported a position in PFE in Q4 2019 and held it in 24 quarters. The position peaked at $4.08M in Q4 2021. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 15,081 Pfizer shares in Q4 2025, an estimated $384K.
  • Independent Solutions Wealth Management first reported a position in Pfizer in Q4 2019 and held it in 24 quarters.
  • Independent Solutions Wealth Management's Pfizer position peaked at $4.08M in Q4 2021.
  • 2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.