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McClarren Financial Advisors’s Pfizer PFE Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-4,977
Closed -$134K – 231
2025
Q1 		$134K Buy
+4,977
New +$130K 0.09% 88
2024
Q4 		– Sell
-4,838
Closed -$151 – 283
2024
Q3 		$151 Buy
4,838
+4,643
+2,381% +$135K 0.02% 85
2024
Q2 		$137K Sell
195
-5,025
-96% -$138K 0.1% 88
2024
Q1 		$145K Buy
5,220
+81
+2% +$2.25K 0.1% 85
2023
Q4 		$148K Buy
5,139
+69
+1% +$2.09K 0.11% 85
2023
Q3 		$167K Sell
5,070
-97
-2% -$3.43K 0.15% 72
2023
Q2 		$189K Buy
5,167
+35
+0.7% +$1.36K 0.16% 70
2023
Q1 		$205K Buy
5,132
+45
+0.9% +$1.94K 0.19% 63
2022
Q4 		$260K Buy
5,087
+405
+9% +$19.4K 0.25% 57
2022
Q3 		$204K Buy
+4,682
New +$228K 0.2% 62
2022
Q2 		– Sell
-4,756
Closed -$244K – 195
2022
Q1 		$244K Buy
4,756
+32
+0.7% +$1.66K 0.18% 53
2021
Q4 		$279K Buy
4,724
+38
+0.8% +$1.88K 0.19% 52
2021
Q3 		$201K Buy
4,686
+37
+0.8% +$1.64K 0.16% 52
2021
Q2 		$181K Sell
4,649
-49
-1% -$1.91K 0.15% 54
2021
Q1 		$171K Buy
4,698
+50
+1% +$1.77K 0.15% 53
2020
Q4 		$170K Buy
+4,648
New +$170K 0.16% 51

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

McClarren Financial Advisors's PFE Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Pfizer (PFE) in Q2 2025, closing a stake of 4,977 shares — an estimated $134K sold.

McClarren Financial Advisors first reported a position in PFE in Q4 2020 and held it in 16 quarters. The position peaked at $279K in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 4,977 Pfizer shares in Q2 2025, an estimated $134K.
  • McClarren Financial Advisors first reported a position in Pfizer in Q4 2020 and held it in 16 quarters.
  • McClarren Financial Advisors's Pfizer position peaked at $279K in Q4 2021.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.