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Osterweis Capital Management’s Pfizer PFE Stock Holding History

Osterweis Capital Management’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
Q2 		– Sell
-85
Closed -$2.15K – 392
2025
Q1 		$2.15K Buy
+85
New +$2.22K ﹤0.01% 183
2023
Q1 		– Sell
-1,517
Closed -$77.7K – 226
2022
Q4 		$77.7K Buy
+1,517
New +$72.7K 0.01% 156
2013
Q3 		– Sell
-3,636
Closed -$97K – 107
2013
Q2 		$97K Buy
+3,636
New +$100K ﹤0.01% 90

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Osterweis Capital Management's PFE Position: Q2 2025 in Review

Osterweis Capital Management sold out of Pfizer (PFE) in Q2 2025, closing a stake of 85 shares — an estimated $2.15K sold.

Osterweis Capital Management first reported a position in PFE in Q2 2013 and held it in 3 quarters. The position peaked at $97K in Q2 2013. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Osterweis Capital Management reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 85 Pfizer shares in Q2 2025, an estimated $2.15K.
  • Osterweis Capital Management first reported a position in Pfizer in Q2 2013 and held it in 3 quarters.
  • Osterweis Capital Management's Pfizer position peaked at $97K in Q2 2013.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.