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Paladin Wealth’s Pfizer PFE Stock Holding History

Paladin 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
Q3 		– Sell
-11,864
Closed -$288K – 119
2025
Q2 		$288K Sell
11,864
-15,224
-56% -$355K 0.22% 104
2025
Q1 		$686K Buy
27,088
+1,037
+4% +$27.1K 0.62% 69
2024
Q4 		$691K Buy
26,051
+5,096
+24% +$138K 0.6% 62
2024
Q3 		$606K Buy
+20,955
New +$611K 0.53% 69

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
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paladin Wealth's PFE Position: Q3 2025 in Review

Paladin Wealth sold out of Pfizer (PFE) in Q3 2025, closing a stake of 11,864 shares — an estimated $288K sold.

Paladin Wealth first reported a position in PFE in Q3 2024 and held it in 4 quarters. The position peaked at $691K in Q4 2024. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Paladin Wealth reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Paladin Wealth sold 11,864 Pfizer shares in Q3 2025, an estimated $288K.
  • Paladin Wealth first reported a position in Pfizer in Q3 2024 and held it in 4 quarters.
  • Paladin Wealth's Pfizer position peaked at $691K in Q4 2024.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Paladin Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.