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 Q2	–	Sell	-5,000	Closed	-$127K	–	140
2025 Q1	$127K	Sell	5,000 -1,000	-17%	-$26.2K	0.14%	118
2024 Q4	$159K	Buy	+6,000	New	+$163K	0.17%	124

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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.