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Mosaic Financial Group’s Pfizer PFE Stock Holding History

Mosaic Financial 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
Q2 		– Sell
-7,918
Closed -$201K – 117
2025
Q1 		$201K Buy
7,918
+62
+0.8% +$1.62K 0.16% 115
2024
Q4 		$208K Buy
+7,856
New +$213K 0.15% 117
2024
Q3 		– Sell
-12,342
Closed -$345K – 133
2024
Q2 		$345K Buy
12,342
+56
+0.5% +$1.54K 0.25% 77
2024
Q1 		$341K Buy
+12,286
New +$341K 0.27% 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
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

Mosaic Financial Group's PFE Position: Q2 2025 in Review

Mosaic Financial Group sold out of Pfizer (PFE) in Q2 2025, closing a stake of 7,918 shares — an estimated $201K sold.

Mosaic Financial Group first reported a position in PFE in Q1 2024 and held it in 4 quarters. The position peaked at $345K in Q2 2024. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Mosaic Financial Group reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Mosaic Financial Group sold 7,918 Pfizer shares in Q2 2025, an estimated $201K.
  • Mosaic Financial Group first reported a position in Pfizer in Q1 2024 and held it in 4 quarters.
  • Mosaic Financial Group's Pfizer position peaked at $345K in Q2 2024.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

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