Oak Hill Wealth Advisors’s Pfizer PFE Stock Holding History

Oak Hill Wealth Advisors’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	$208K	Buy	8,162 +20	+0.2%	+$494	0.04%	143
2025 Q2	$209K	Sell	8,142 -511	-6%	-$11.9K	0.04%	141
2025 Q1	$219K	Sell	8,653 -595	-6%	-$15.6K	0.05%	132
2024 Q4	$245K	Buy	+9,248	New	+$251K	0.06%	120
2024 Q3	–	Sell	-12,588	Closed	-$367K	–	188
2024 Q2	$352K	Buy	+12,588	New	+$347K	0.11%	81
2024 Q1	–	Sell	-17,470	Closed	-$485K	–	175
2023 Q4	$503K	Sell	17,470 -2,099	-11%	-$63.5K	0.17%	61
2023 Q3	$649K	Sell	19,569 -562	-3%	-$19.9K	0.25%	50
2023 Q2	$738K	Sell	20,131 -2,064	-9%	-$80.3K	0.27%	46
2023 Q1	$906K	Sell	22,195 -1,499	-6%	-$64.7K	0.36%	39
2022 Q4	$1.21M	Buy	+23,694	New	+$1.14M	0.5%	29

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oak Hill Wealth Advisors's PFE Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Pfizer (PFE) stake by 0.25% in Q3 2025, buying an estimated $494 and bringing the position to 8,162 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #143.

Oak Hill Wealth Advisors first reported a position in PFE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2022. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

Oak Hill Wealth Advisors held 8,162 shares of Pfizer worth $208K as of Q3 2025.
Oak Hill Wealth Advisors bought 20 Pfizer shares in Q3 2025, an estimated $494.
Pfizer made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #143 holding.
Oak Hill Wealth Advisors first reported a position in Pfizer in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Pfizer position peaked at $1.21M in Q4 2022.
2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.