Phoenix Wealth Advisors’s Pfizer PFE Stock Holding History

Phoenix 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	-8,958	Closed	-$227K	–	130
2025 Q1	$227K	Sell	8,958 -20	-0.2%	-$523	0.1%	118
2024 Q4	$238K	Sell	8,978 -1,086	-11%	-$29.5K	0.1%	108
2024 Q3	$291K	Hold	10,064	–	–	0.14%	98
2024 Q2	$282K	Hold	10,064	–	–	0.14%	106
2024 Q1	$279K	Hold	10,064	–	–	0.17%	97
2023 Q4	$299K	Hold	10,064	–	–	0.21%	92
2023 Q3	$334K	Hold	10,064	–	–	0.2%	75
2023 Q2	$369K	Hold	10,064	–	–	0.21%	65
2023 Q1	$411K	Hold	10,064	–	–	0.25%	54
2022 Q4	$516K	Hold	10,064	–	–	0.31%	47
2022 Q3	$440K	Sell	10,064 -127	-1%	-$6.17K	0.44%	49
2022 Q2	$534K	Sell	10,191 -63	-0.6%	-$3.21K	0.53%	44
2022 Q1	$542K	Hold	10,254	–	–	0.56%	43
2021 Q4	$605K	Hold	10,254	–	–	0.46%	55
2021 Q3	$441K	Sell	10,254 -96	-0.9%	-$4.25K	0.33%	67
2021 Q2	$407K	Hold	10,350	–	–	0.29%	74
2021 Q1	$376K	Buy	10,350 +190	+2%	+$6.75K	0.29%	70
2020 Q4	$374K	Buy	+10,160	New	+$373K	0.28%	71

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Phoenix Wealth Advisors's PFE Position: Q2 2025 in Review

Phoenix Wealth Advisors sold out of Pfizer (PFE) in Q2 2025, closing a stake of 8,958 shares — an estimated $227K sold.

Phoenix Wealth Advisors first reported a position in PFE in Q4 2020 and held it in 18 quarters. The position peaked at $605K in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Phoenix Wealth Advisors reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Phoenix Wealth Advisors sold 8,958 Pfizer shares in Q2 2025, an estimated $227K.
Phoenix Wealth Advisors first reported a position in Pfizer in Q4 2020 and held it in 18 quarters.
Phoenix Wealth Advisors's Pfizer position peaked at $605K in Q4 2021.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.