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Paces Ferry Wealth Advisors’s Pfizer PFE Stock Holding History

Paces Ferry Wealth Advisors’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
-11,063
Closed -$280K – 127
2025
Q1 		$280K Buy
11,063
+1,746
+19% +$45.7K 0.14% 97
2024
Q4 		$247K Buy
9,317
+1,217
+15% +$33K 0.12% 108
2024
Q3 		$234K Buy
8,100
+113
+1% +$3.3K 0.13% 105
2024
Q2 		$223K Sell
7,987
-640
-7% -$17.6K 0.13% 104
2024
Q1 		$239K Buy
+8,627
New +$239K 0.15% 96
2023
Q4 		– Sell
-8,700
Closed -$289K – 113
2023
Q3 		$289K Sell
8,700
-887
-9% -$31.4K 0.23% 82
2023
Q2 		$352K Buy
9,587
+335
+4% +$13K 0.26% 70
2023
Q1 		$377K Sell
9,252
-828
-8% -$35.8K 0.3% 68
2022
Q4 		$516K Sell
10,080
-186
-2% -$8.92K 0.5% 44
2022
Q3 		$449K Buy
10,266
+393
+4% +$19.1K 0.49% 47
2022
Q2 		$518K Sell
9,873
-11
-0.1% -$561 0.51% 45
2022
Q1 		$512K Buy
9,884
+19
+0.2% +$986 0.41% 53
2021
Q4 		$583K Sell
9,865
-1,456
-13% -$72.1K 0.42% 49
2021
Q3 		$487K Sell
11,321
-855
-7% -$37.9K 0.39% 63
2021
Q2 		$477K Buy
12,176
+375
+3% +$14.6K 0.36% 67
2021
Q1 		$428K Buy
11,801
+800
+7% +$28.4K 0.37% 64
2020
Q4 		$405K Sell
11,001
-508
-4% -$18.6K 0.37% 67
2020
Q3 		$401K Buy
+11,509
New +$404K 0.35% 66

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

Paces Ferry Wealth Advisors's PFE Position: Q2 2025 in Review

Paces Ferry Wealth Advisors sold out of Pfizer (PFE) in Q2 2025, closing a stake of 11,063 shares — an estimated $280K sold.

Paces Ferry Wealth Advisors first reported a position in PFE in Q3 2020 and held it in 18 quarters. The position peaked at $583K in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Paces Ferry Wealth Advisors reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 11,063 Pfizer shares in Q2 2025, an estimated $280K.
  • Paces Ferry Wealth Advisors first reported a position in Pfizer in Q3 2020 and held it in 18 quarters.
  • Paces Ferry Wealth Advisors's Pfizer position peaked at $583K in Q4 2021.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.