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Prepared Retirement Institute’s Pfizer PFE Stock Holding History

Prepared Retirement Institute’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
-13,013
Closed -$330K – 90
2025
Q1 		$330K Sell
13,013
-1,843
-12% -$48.2K 0.21% 54
2024
Q4 		$394K Sell
14,856
-465
-3% -$12.6K 0.23% 47
2024
Q3 		$443K Sell
15,321
-8
-0.1% -$233 0.27% 37
2024
Q2 		$429K Sell
15,329
-643
-4% -$17.7K 0.28% 42
2024
Q1 		$443K Buy
15,972
+128
+0.8% +$3.55K 0.33% 36
2023
Q4 		$456K Buy
+15,844
New +$479K 0.34% 41

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Prepared Retirement Institute's PFE Position: Q2 2025 in Review

Prepared Retirement Institute sold out of Pfizer (PFE) in Q2 2025, closing a stake of 13,013 shares — an estimated $330K sold.

Prepared Retirement Institute first reported a position in PFE in Q4 2023 and held it in 6 quarters. The position peaked at $456K in Q4 2023. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Prepared Retirement Institute reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Prepared Retirement Institute sold 13,013 Pfizer shares in Q2 2025, an estimated $330K.
  • Prepared Retirement Institute first reported a position in Pfizer in Q4 2023 and held it in 6 quarters.
  • Prepared Retirement Institute's Pfizer position peaked at $456K in Q4 2023.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Prepared Retirement Institute's 13F filing for Q2 2025, filed 17 Jul 2025.