Kapitalo Investimentos’s Pfizer PFE Stock Holding History

Kapitalo Investimentos’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	-3,336	Closed	-$88.5K	–	264
2024 Q4	$88.5K	Buy	+3,336	New	+$90.5K	0.06%	173
2024 Q1	–	Sell	-7,595	Closed	-$219K	–	485
2023 Q4	$219K	Buy	7,595 +309	+4%	+$9.34K	0.05%	259
2023 Q3	$242K	Buy	+7,286	New	+$258K	0.03%	246

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kapitalo Investimentos's PFE Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Pfizer (PFE) in Q1 2025, closing a stake of 3,336 shares — an estimated $88.5K sold.

Kapitalo Investimentos first reported a position in PFE in Q3 2023 and held it in 3 quarters. The position peaked at $242K in Q3 2023. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

Kapitalo Investimentos reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 3,336 Pfizer shares in Q1 2025, an estimated $88.5K.
Kapitalo Investimentos first reported a position in Pfizer in Q3 2023 and held it in 3 quarters.
Kapitalo Investimentos's Pfizer position peaked at $242K in Q3 2023.
2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.