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Oxler Private Wealth’s Pfizer PFE Stock Holding History

Oxler Private Wealth’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
-9,944
Closed -$252K – 87
2025
Q1 		$252K Sell
9,944
-165
-2% -$4.32K 0.09% 77
2024
Q4 		$268K Sell
10,109
-402
-4% -$10.9K 0.09% 76
2024
Q3 		$304K Buy
10,511
+59
+0.6% +$1.72K 0.11% 75
2024
Q2 		$292K Buy
10,452
+135
+1% +$3.72K 0.11% 72
2024
Q1 		$286K Sell
10,317
-148
-1% -$4.11K 0.11% 77
2023
Q4 		$301K Sell
10,465
-42,927
-80% -$1.3M 0.25% 56
2023
Q3 		$1.77M Sell
53,392
-7,152
-12% -$253K 0.89% 30
2023
Q2 		$2.22M Buy
60,544
+633
+1% +$24.6K 1.06% 27
2023
Q1 		$2.44M Buy
59,911
+35
+0.1% +$1.51K 1.21% 26
2022
Q4 		$3.07M Sell
59,876
-135
-0.2% -$6.47K 1.65% 20
2022
Q3 		$2.63M Buy
60,011
+500
+0.8% +$24.3K 1.47% 16
2022
Q2 		$3.12M Buy
59,511
+332
+0.6% +$16.9K 1.5% 19
2022
Q1 		$3.06M Buy
59,179
+505
+0.9% +$26.2K 1.38% 19
2021
Q4 		$3.46M Buy
58,674
+265
+0.5% +$13.1K 1.44% 15
2021
Q3 		$2.51M Sell
58,409
-166
-0.3% -$7.35K 1.11% 23
2021
Q2 		$2.29M Buy
58,575
+166
+0.3% +$6.46K 1% 27
2021
Q1 		$2.12M Buy
58,409
+49
+0.1% +$1.74K 1.07% 25
2020
Q4 		$2.15M Buy
+58,360
New +$2.14M 1.21% 23

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

Oxler Private Wealth's PFE Position: Q2 2025 in Review

Oxler Private Wealth sold out of Pfizer (PFE) in Q2 2025, closing a stake of 9,944 shares — an estimated $252K sold.

Oxler Private Wealth first reported a position in PFE in Q4 2020 and held it in 18 quarters. The position peaked at $3.46M in Q4 2021. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Oxler Private Wealth reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Oxler Private Wealth sold 9,944 Pfizer shares in Q2 2025, an estimated $252K.
  • Oxler Private Wealth first reported a position in Pfizer in Q4 2020 and held it in 18 quarters.
  • Oxler Private Wealth's Pfizer position peaked at $3.46M in Q4 2021.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Oxler Private Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.