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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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

Wellington Management Group

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