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Orion Portfolio Solutions’s Pfizer PFE Stock Holding History

Orion Portfolio Solutions’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
Q1 		$16.9M Buy
668,445
+86,175
+15% +$2.25M 0.17% 114
2024
Q4 		$15.4M Buy
582,270
+29,552
+5% +$802K 0.15% 122
2024
Q3 		$16M Sell
552,718
-32,991
-6% -$962K 0.16% 127
2024
Q2 		$16.4M Buy
585,709
+27,141
+5% +$747K 0.17% 116
2024
Q1 		$15.5M Buy
558,568
+71,493
+15% +$1.98M 0.17% 126
2023
Q4 		$14.4M Sell
487,075
-101,509
-17% -$3.07M 0.17% 126
2023
Q3 		$19.5M Sell
588,584
-83,394
-12% -$2.95M 0.24% 88
2023
Q2 		$24.6M Buy
671,978
+7,003
+1% +$273K 0.26% 67
2023
Q1 		$27.1M Buy
664,975
+505,271
+316% +$21.8M 0.33% 53
2022
Q4 		$8.18M Buy
159,704
+41,030
+35% +$1.97M 0.29% 59
2022
Q3 		$5.19M Buy
118,674
+37,206
+46% +$1.81M 0.21% 80
2022
Q2 		$4.27M Buy
81,468
+3,628
+5% +$185K 0.17% 86
2022
Q1 		$4.03M Buy
77,840
+7,119
+10% +$369K 0.14% 97
2021
Q4 		$4.18M Sell
70,721
-4,818
-6% -$239K 0.14% 102
2021
Q3 		$3.25M Buy
75,539
+17,897
+31% +$793K 0.12% 112
2021
Q2 		$2.26M Buy
57,642
+22,601
+64% +$879K 0.09% 133
2021
Q1 		$1.27M Sell
35,041
-4,137
-11% -$147K 0.05% 174
2020
Q4 		$1.44M Sell
39,178
-9,163
-19% -$336K 0.07% 158
2020
Q3 		$1.68M Buy
48,341
+13,785
+40% +$483K 0.09% 127
2020
Q2 		$1.07M Buy
34,556
+9,188
+36% +$312K 0.06% 150
2020
Q1 		$786K Sell
25,368
-7,013
-22% -$239K 0.05% 152
2019
Q4 		$1.2M Buy
+32,381
New +$1.15M 0.09% 121

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's PFE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Pfizer (PFE) stake by 15% in Q1 2025, buying an estimated $2.25M and bringing the position to 668,445 shares worth $16.9M. The position accounts for 0.17% of the portfolio, ranked #114.

Orion Portfolio Solutions first reported a position in PFE in Q4 2019 and has held it in 22 quarters since. The position peaked at $27.1M in Q1 2023. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Orion Portfolio Solutions held 668,445 shares of Pfizer worth $16.9M as of Q1 2025.
  • Orion Portfolio Solutions bought 86,175 Pfizer shares in Q1 2025, an estimated $2.25M.
  • Pfizer made up 0.17% of Orion Portfolio Solutions's portfolio in Q1 2025, its #114 holding.
  • Orion Portfolio Solutions first reported a position in Pfizer in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Pfizer position peaked at $27.1M in Q1 2023.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.