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Petros Family Wealth’s Pfizer PFE Stock Holding History

Petros Family 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
Q4 		– Sell
-24,158
Closed -$616K – 160
2025
Q3 		$616K Sell
24,158
-2,248
-9% -$55.5K 0.52% 54
2025
Q2 		$640K Sell
26,406
-2,779
-10% -$64.8K 0.58% 48
2025
Q1 		$740K Buy
29,185
+517
+2% +$13.5K 0.82% 33
2024
Q4 		$761K Buy
+28,668
New +$778K 0.82% 33

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Petros Family Wealth's PFE Position: Q4 2025 in Review

Petros Family Wealth sold out of Pfizer (PFE) in Q4 2025, closing a stake of 24,158 shares — an estimated $616K sold.

Petros Family Wealth first reported a position in PFE in Q4 2024 and held it in 4 quarters. The position peaked at $761K in Q4 2024. 2,906 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Petros Family Wealth reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Petros Family Wealth sold 24,158 Pfizer shares in Q4 2025, an estimated $616K.
  • Petros Family Wealth first reported a position in Pfizer in Q4 2024 and held it in 4 quarters.
  • Petros Family Wealth's Pfizer position peaked at $761K in Q4 2024.
  • 2,906 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.