Northeast Financial Consultants’s Pfizer PFE Stock Holding History

Northeast Financial Consultants’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
2020 Q4	–	Sell	-31,620	Closed	-$1.1M	–	325
2020 Q3	$1.1M	Buy	+31,620	New	+$1.11M	0.1%	119

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Northeast Financial Consultants's PFE Position: Q2 2025 in Review

Northeast Financial Consultants reduced its Pfizer (PFE) stake by 9.6% in Q2 2025, selling an estimated $2.59M and leaving 1,040,851 shares worth $25.2M. The position accounts for 1.03% of the portfolio, ranked #22.

Northeast Financial Consultants first reported a position in PFE in Q4 2013 and has held it in 47 quarters since. The position peaked at $108M in Q1 2023. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Northeast Financial Consultants held 1,040,851 shares of Pfizer worth $25.2M as of Q2 2025.
Northeast Financial Consultants sold 111,079 Pfizer shares in Q2 2025, an estimated $2.59M.
Pfizer made up 1.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #22 holding.
Northeast Financial Consultants first reported a position in Pfizer in Q4 2013 and has held it in 47 quarters since.
Northeast Financial Consultants's Pfizer position peaked at $108M in Q1 2023.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.