Parnassus Investments’s Pfizer PFE Stock Holding History

Parnassus Investments’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	-4,401,705	Closed	-$112M	–	155
2025 Q1	$112M	Buy	4,401,705 +8,800	+0.2%	+$230K	0.27%	52
2024 Q4	$117M	Buy	4,392,905 +2,200	+0.1%	+$59.7K	0.26%	54
2024 Q3	$127M	Buy	4,390,705 +156,894	+4%	+$4.58M	0.27%	51
2024 Q2	$118M	Buy	4,233,811 +1,047,972	+33%	+$28.9M	0.26%	54
2024 Q1	$88.4M	Buy	+3,185,839	New	+$88.4M	0.19%	76

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Parnassus Investments's PFE Position: Q2 2025 in Review

Parnassus Investments sold out of Pfizer (PFE) in Q2 2025, closing a stake of 4,401,705 shares — an estimated $112M sold.

Parnassus Investments first reported a position in PFE in Q1 2024 and held it in 5 quarters. The position peaked at $127M in Q3 2024. 2,813 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Parnassus Investments reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Parnassus Investments sold 4,401,705 Pfizer shares in Q2 2025, an estimated $112M.
Parnassus Investments first reported a position in Pfizer in Q1 2024 and held it in 5 quarters.
Parnassus Investments's Pfizer position peaked at $127M in Q3 2024.
2,813 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Parnassus Investments's 13F filing for Q2 2025, filed 6 Aug 2025.