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Napatree Capital’s Pfizer PFE Stock Holding History

Napatree Capital’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 		$611K Buy
24,094
+369
+2% +$9.66K 0.34% 78
2024
Q4 		$629K Sell
23,725
-3,744
-14% -$102K 0.37% 78
2024
Q3 		$795K Buy
27,469
+1,908
+7% +$55.7K 0.55% 51
2024
Q2 		$715K Sell
25,561
-9,098
-26% -$250K 0.58% 55
2024
Q1 		$888K Buy
34,659
+9,343
+37% +$259K 0.86% 37
2023
Q4 		$729K Buy
+25,316
New +$765K 0.73% 50

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
Wellington Management Group
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
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Napatree Capital's PFE Position: Q1 2025 in Review

Napatree Capital increased its Pfizer (PFE) stake by 1.6% in Q1 2025, buying an estimated $9.66K and bringing the position to 24,094 shares worth $611K. The position accounts for 0.34% of the portfolio, ranked #78.

Napatree Capital first reported a position in PFE in Q4 2023 and has held it in 6 quarters since. The position peaked at $888K in Q1 2024. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Napatree Capital held 24,094 shares of Pfizer worth $611K as of Q1 2025.
  • Napatree Capital bought 369 Pfizer shares in Q1 2025, an estimated $9.66K.
  • Pfizer made up 0.34% of Napatree Capital's portfolio in Q1 2025, its #78 holding.
  • Napatree Capital first reported a position in Pfizer in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's Pfizer position peaked at $888K in Q1 2024.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.