Kathleen S. Wright Associates’s Pfizer PFE Stock Holding History

Kathleen S. Wright Associates’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	$290K	Hold	11,225	–	–	0.11%	94
2025 Q2	$285K	Hold	11,225	–	–	0.11%	95
2025 Q1	$269K	Hold	11,225	–	–	0.11%	97
2024 Q4	$296K	Sell	11,225 -775	-6%	-$21K	0.12%	94
2024 Q3	$353K	Hold	12,000	–	–	0.15%	89
2024 Q2	$350K	Hold	12,000	–	–	0.16%	87
2024 Q1	$313K	Buy	12,000 +2,000	+20%	+$55.5K	0.15%	90
2023 Q4	$282K	Hold	10,000	–	–	0.14%	90
2023 Q3	$334K	Buy	+10,000	New	+$354K	0.19%	82
2023 Q2	–	Sell	-10,000	Closed	-$408K	–	170
2023 Q1	$408K	Hold	10,000	–	–	0.27%	65
2022 Q4	$512K	Hold	10,000	–	–	0.35%	63
2022 Q3	$438K	Hold	10,000	–	–	0.36%	61
2022 Q2	$524K	Hold	10,000	–	–	0.44%	51
2022 Q1	$518K	Hold	10,000	–	–	0.38%	55
2021 Q4	$591K	Buy	+10,000	New	+$495K	0.43%	54

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Kathleen S. Wright Associates's PFE Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Pfizer (PFE) position steady in Q3 2025 at 11,225 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #94.

Kathleen S. Wright Associates first reported a position in PFE in Q4 2021 and has held it in 15 quarters since. The position peaked at $591K in Q4 2021. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

Kathleen S. Wright Associates held 11,225 shares of Pfizer worth $290K as of Q3 2025.
Kathleen S. Wright Associates left its Pfizer share count unchanged in Q3 2025.
Pfizer made up 0.11% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #94 holding.
Kathleen S. Wright Associates first reported a position in Pfizer in Q4 2021 and has held it in 15 quarters since.
Kathleen S. Wright Associates's Pfizer position peaked at $591K in Q4 2021.
2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.