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Prosperity Financial Group’s Pfizer PFE Stock Holding History

Prosperity Financial Group’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
-8,124
Closed -$207K – 202
2025
Q3 		$207K Sell
8,124
-1,527
-16% -$37.7K 0.08% 166
2025
Q2 		$234K Buy
9,651
+69
+0.7% +$1.61K 0.1% 144
2025
Q1 		$243K Buy
9,582
+800
+9% +$20.9K 0.12% 132
2024
Q4 		$233K Sell
8,782
-517
-6% -$14K 0.12% 142
2024
Q3 		$269K Sell
9,299
-56
-0.6% -$1.63K 0.15% 118
2024
Q2 		$262K Buy
9,355
+123
+1% +$3.39K 0.17% 113
2024
Q1 		$256K Buy
9,232
+1,868
+25% +$51.8K 0.16% 117
2023
Q4 		$212K Sell
7,364
-930
-11% -$28.1K 0.15% 118
2023
Q3 		$275K Sell
8,294
-525
-6% -$18.6K 0.23% 85
2023
Q2 		$323K Buy
8,819
+2,012
+30% +$78.3K 0.28% 82
2023
Q1 		$278K Buy
6,807
+262
+4% +$11.3K 0.28% 74
2022
Q4 		$335K Buy
+6,545
New +$314K 0.36% 57

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prosperity Financial Group's PFE Position: Q4 2025 in Review

Prosperity Financial Group sold out of Pfizer (PFE) in Q4 2025, closing a stake of 8,124 shares — an estimated $207K sold.

Prosperity Financial Group first reported a position in PFE in Q4 2022 and held it in 12 quarters. The position peaked at $335K in Q4 2022. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Prosperity Financial Group reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 8,124 Pfizer shares in Q4 2025, an estimated $207K.
  • Prosperity Financial Group first reported a position in Pfizer in Q4 2022 and held it in 12 quarters.
  • Prosperity Financial Group's Pfizer position peaked at $335K in Q4 2022.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Prosperity Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.