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O'Brien Wealth Partners’s Pfizer PFE Stock Holding History

O'Brien Wealth Partners’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 		– Sell
-1,907
Closed -$48.6K – 117
2025
Q3 		$48.6K Buy
+1,907
New +$47.1K 0.01% 83
2023
Q4 		– Sell
-1,842
Closed -$61.1K – 63
2023
Q3 		$61.1K Sell
1,842
-58
-3% -$2.05K 0.02% 50
2023
Q2 		$69.7K Sell
1,900
-58
-3% -$2.26K 0.02% 52
2023
Q1 		$79.9K Sell
1,958
-485
-20% -$20.9K 0.03% 53
2022
Q4 		$125K Sell
2,443
-452
-16% -$21.7K 0.05% 53
2022
Q3 		$127K Buy
2,895
+29
+1% +$1.41K 0.05% 52
2022
Q2 		$150K Sell
2,866
-107
-4% -$5.45K 0.06% 55
2022
Q1 		$145K Buy
2,973
+428
+17% +$22.2K 0.06% 47
2021
Q4 		$132K Buy
2,545
+571
+29% +$28.3K 0.05% 49
2021
Q3 		$84K Buy
+1,974
New +$87.4K 0.03% 43
2020
Q1 		– Sell
-5,497
Closed -$203K – 43
2019
Q4 		$203K Buy
+5,497
New +$196K 0.15% 42
2019
Q3 		– Sell
-5,659
Closed -$236K – 39
2019
Q2 		$236K Sell
5,659
-684
-11% -$27.2K 0.17% 36
2019
Q1 		$256K Sell
6,343
-3,395
-35% -$136K 0.18% 33
2018
Q4 		$389K Hold
9,738
– – 0.27% 24
2018
Q3 		$407K Buy
+9,738
New +$375K 0.26% 21
2018
Q2 		– Sell
-2,061
Closed -$69K – 156
2018
Q1 		$69K Buy
+2,061
New +$70.9K 0.05% 55

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

O'Brien Wealth Partners's PFE Position: Q4 2025 in Review

O'Brien Wealth Partners sold out of Pfizer (PFE) in Q4 2025, closing a stake of 1,907 shares — an estimated $48.6K sold.

O'Brien Wealth Partners first reported a position in PFE in Q1 2018 and held it in 16 quarters. The position peaked at $407K in Q3 2018. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • O'Brien Wealth Partners reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • O'Brien Wealth Partners sold 1,907 Pfizer shares in Q4 2025, an estimated $48.6K.
  • O'Brien Wealth Partners first reported a position in Pfizer in Q1 2018 and held it in 16 quarters.
  • O'Brien Wealth Partners's Pfizer position peaked at $407K in Q3 2018.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.