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Next Capital Management’s Pfizer PFE Stock Holding History

Next Capital Management’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 		– Sell
-17,903
Closed -$434K – 147
2025
Q2 		$434K Buy
17,903
+4,478
+33% +$104K 0.16% 89
2025
Q1 		$340K Buy
13,425
+182
+1% +$4.76K 0.16% 87
2024
Q4 		$351K Sell
13,243
-2,972
-18% -$80.6K 0.14% 103
2024
Q3 		$469K Sell
16,215
-106
-0.6% -$3.09K 0.19% 84
2024
Q2 		$457K Buy
16,321
+301
+2% +$8.29K 0.19% 84
2024
Q1 		$445K Buy
+16,020
New +$445K 0.18% 87
2023
Q2 		– Sell
-8,502
Closed -$347K – 125
2023
Q1 		$347K Hold
8,502
– – 0.17% 85
2022
Q4 		$436K Sell
8,502
-259
-3% -$12.4K 0.24% 71
2022
Q3 		$383K Buy
8,761
+360
+4% +$17.5K 0.29% 68
2022
Q2 		$440K Buy
8,401
+59
+0.7% +$3.01K 0.32% 67
2022
Q1 		$432K Buy
8,342
+4,928
+144% +$256K 0.29% 70
2021
Q4 		$202K Buy
+3,414
New +$169K 0.14% 102
2021
Q2 		– Sell
-6,601
Closed -$239K – 117
2021
Q1 		$239K Sell
6,601
-5,536
-46% -$197K 0.16% 99
2020
Q4 		$447K Buy
+12,137
New +$445K 0.31% 67
2019
Q4 		– Sell
-1,832
Closed -$62K – 174
2019
Q3 		$62K Sell
1,832
-1,876
-51% -$68.2K 0.04% 137
2019
Q2 		$152K Buy
3,708
+3,447
+1,321% +$137K 0.1% 92
2019
Q1 		$11K Hold
261
– – 0.01% 223
2018
Q4 		$11K Buy
+261
New +$10.8K 0.01% 201

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
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Capital Management's PFE Position: Q3 2025 in Review

Next Capital Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 17,903 shares — an estimated $434K sold.

Next Capital Management first reported a position in PFE in Q4 2018 and held it in 18 quarters. The position peaked at $469K in Q3 2024. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Next Capital Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Next Capital Management sold 17,903 Pfizer shares in Q3 2025, an estimated $434K.
  • Next Capital Management first reported a position in Pfizer in Q4 2018 and held it in 18 quarters.
  • Next Capital Management's Pfizer position peaked at $469K in Q3 2024.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Next Capital Management's 13F filing for Q3 2025, filed 5 Nov 2025.