Nicolet Advisory Services’s Pfizer PFE Stock Holding History

Nicolet Advisory Services’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 Q4	$1.24M	Buy	49,120 +6,583	+15%	+$166K	0.08%	118
2025 Q3	$1.12M	Sell	42,537 -265	-0.6%	-$6.54K	0.09%	113
2025 Q2	$1.01M	Buy	42,802 +4,157	+11%	+$96.9K	0.09%	119
2025 Q1	$834K	Buy	38,645 +6,410	+20%	+$168K	0.08%	136
2024 Q4	$861K	Sell	32,235 -8,263	-20%	-$224K	0.08%	133
2024 Q3	$1.15M	Buy	40,498 +451	+1%	+$13.2K	0.11%	103
2024 Q2	$1.14M	Buy	40,047 +5,616	+16%	+$155K	0.11%	95
2024 Q1	$922K	Buy	34,431 +2,951	+9%	+$81.9K	0.09%	107
2023 Q4	$928K	Sell	31,480 -3,142	-9%	-$95K	0.1%	101
2023 Q3	$1.15M	Buy	34,622 +293	+0.9%	+$10.4K	0.13%	88
2023 Q2	$1.22M	Sell	34,329 -1,206	-3%	-$46.9K	0.13%	80
2023 Q1	$1.47M	Buy	35,535 +7,341	+26%	+$317K	0.17%	70
2022 Q4	$1.34M	Buy	28,194 +3,172	+13%	+$152K	0.18%	62
2022 Q3	$1.04M	Buy	25,022 +2,472	+11%	+$120K	0.17%	55
2022 Q2	$1.21M	Buy	22,550 +656	+3%	+$33.4K	0.18%	54
2022 Q1	$1.21M	Buy	21,894 +868	+4%	+$45K	0.16%	58
2021 Q4	$1.24M	Sell	21,026 -2,046	-9%	-$101K	0.15%	57
2021 Q3	$994K	Buy	23,072 +422	+2%	+$18.7K	0.13%	67
2021 Q2	$887K	Buy	22,650 +851	+4%	+$33.1K	0.12%	71
2021 Q1	$790K	Sell	21,799 -142	-0.6%	-$5.04K	0.11%	69
2020 Q4	$808K	Sell	21,941 -1,055	-5%	-$38.7K	0.11%	70
2020 Q3	$801K	Sell	22,996 -5,777	-20%	-$203K	0.12%	71
2020 Q2	$893K	Buy	28,773 +497	+2%	+$16.9K	0.14%	77
2020 Q1	$876K	Buy	28,276 +9,844	+53%	+$335K	0.15%	78
2019 Q4	$685K	Buy	18,432 +4,016	+28%	+$143K	0.11%	81
2019 Q3	$491K	Buy	14,416 +1,769	+14%	+$64.3K	0.07%	97
2019 Q2	$520K	Sell	12,647 -316	-2%	-$12.5K	0.08%	84
2019 Q1	$522K	Buy	+12,963	New	+$519K	0.09%	80

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Nicolet Advisory Services's PFE Position: Q4 2025 in Review

Nicolet Advisory Services increased its Pfizer (PFE) stake by 15% in Q4 2025, buying an estimated $166K and bringing the position to 49,120 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #118.

Nicolet Advisory Services first reported a position in PFE in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.47M in Q1 2023. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Nicolet Advisory Services held 49,120 shares of Pfizer worth $1.24M as of Q4 2025.
Nicolet Advisory Services bought 6,583 Pfizer shares in Q4 2025, an estimated $166K.
Pfizer made up 0.08% of Nicolet Advisory Services's portfolio in Q4 2025, its #118 holding.
Nicolet Advisory Services first reported a position in Pfizer in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's Pfizer position peaked at $1.47M in Q1 2023.
2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.