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Prentice Wealth Management’s Pfizer PFE Stock Holding History

Prentice Wealth Management’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
-11,451
Closed -$278K – 115
2025
Q2 		$278K Sell
11,451
-6,416
-36% -$150K 0.07% 104
2025
Q1 		$453K Buy
17,867
+175
+1% +$4.58K 0.13% 84
2024
Q4 		$469K Buy
17,692
+1,481
+9% +$40.2K 0.14% 82
2024
Q3 		$469K Buy
16,211
+3,022
+23% +$88.2K 0.14% 83
2024
Q2 		$369K Buy
13,189
+37
+0.3% +$1.02K 0.12% 86
2024
Q1 		$365K Buy
13,152
+1,390
+12% +$38.6K 0.13% 86
2023
Q4 		$339K Buy
11,762
+239
+2% +$7.22K 0.13% 86
2023
Q3 		$382K Buy
11,523
+150
+1% +$5.3K 0.17% 73
2023
Q2 		$417K Buy
11,373
+3,223
+40% +$125K 0.19% 70
2023
Q1 		$333K Sell
8,150
-25
-0.3% -$1.08K 0.16% 78
2022
Q4 		$419K Buy
8,175
+690
+9% +$33.1K 0.21% 55
2022
Q3 		$328K Buy
+7,485
New +$364K 0.18% 61
2022
Q2 		– Sell
-6,157
Closed -$320K – 175
2022
Q1 		$320K Buy
6,157
+272
+5% +$14.1K 0.15% 66
2021
Q4 		$351K Sell
5,885
-125
-2% -$6.19K 0.16% 64
2021
Q3 		$258K Sell
6,010
-89
-1% -$3.94K 0.12% 84
2021
Q2 		$239K Buy
6,099
+2,032
+50% +$79K 0.12% 92
2021
Q1 		$147K Buy
+4,067
New +$144K 0.08% 108

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

Prentice Wealth Management's PFE Position: Q3 2025 in Review

Prentice Wealth Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 11,451 shares — an estimated $278K sold.

Prentice Wealth Management first reported a position in PFE in Q1 2021 and held it in 17 quarters. The position peaked at $469K in Q4 2024. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Prentice Wealth Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Prentice Wealth Management sold 11,451 Pfizer shares in Q3 2025, an estimated $278K.
  • Prentice Wealth Management first reported a position in Pfizer in Q1 2021 and held it in 17 quarters.
  • Prentice Wealth Management's Pfizer position peaked at $469K in Q4 2024.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Prentice Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.