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Realta Investment Advisors’s Pfizer PFE Stock Holding History

Realta Investment 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
-8,435
Closed -$214K – 324
2025
Q1 		$214K Sell
8,435
-6,407
-43% -$168K 0.1% 163
2024
Q4 		$395K Buy
14,842
+4,293
+41% +$116K 0.16% 122
2024
Q3 		$307K Sell
10,549
-17,179
-62% -$501K 0.14% 138
2024
Q2 		$776K Sell
27,728
-10,761
-28% -$296K 0.15% 151
2024
Q1 		$1.07M Buy
38,489
+62
+0.2% +$1.72K 0.22% 114
2023
Q4 		$1.11M Sell
38,427
-2,435
-6% -$73.6K 0.25% 99
2023
Q3 		$1.5M Sell
40,862
-4,170
-9% -$147K 0.34% 63
2023
Q2 		$1.65M Buy
45,032
+4,422
+11% +$172K 0.36% 57
2023
Q1 		$1.66M Sell
40,610
-2,885
-7% -$125K 0.4% 57
2022
Q4 		$2.23M Sell
43,495
-496
-1% -$23.8K 0.54% 34
2022
Q3 		$1.93M Buy
43,991
+900
+2% +$43.7K 0.5% 37
2022
Q2 		$2.25M Buy
43,091
+1,406
+3% +$71.6K 0.55% 32
2022
Q1 		$2.16M Sell
41,685
-2,393
-5% -$124K 0.43% 45
2021
Q4 		$2.6M Sell
44,078
-1,278
-3% -$63.3K 0.57% 31
2021
Q3 		$1.95M Buy
45,356
+537
+1% +$23.8K 0.46% 48
2021
Q2 		$1.75M Sell
44,819
-2,648
-6% -$103K 0.42% 54
2021
Q1 		$1.72M Buy
47,467
+5,260
+12% +$187K 0.45% 52
2020
Q4 		$1.55M Sell
42,207
-1,035
-2% -$38K 0.44% 52
2020
Q3 		$1.51M Buy
43,242
+10,272
+31% +$360K 0.5% 40
2020
Q2 		$1.02M Buy
32,970
+1,772
+6% +$60.2K 0.34% 64
2020
Q1 		$966K Sell
31,198
-5,425
-15% -$185K 0.41% 52
2019
Q4 		$1.35M Buy
36,623
+6,783
+23% +$242K 0.37% 48
2019
Q3 		$1.02M Sell
29,840
-2,441
-8% -$88.8K 0.28% 74
2019
Q2 		$1.32M Buy
32,281
+8,812
+38% +$350K 0.37% 48
2019
Q1 		$943K Buy
+23,469
New +$940K 0.43% 54

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

Realta Investment Advisors's PFE Position: Q2 2025 in Review

Realta Investment Advisors sold out of Pfizer (PFE) in Q2 2025, closing a stake of 8,435 shares — an estimated $214K sold.

Realta Investment Advisors first reported a position in PFE in Q1 2019 and held it in 25 quarters. The position peaked at $2.6M in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Realta Investment Advisors reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 8,435 Pfizer shares in Q2 2025, an estimated $214K.
  • Realta Investment Advisors first reported a position in Pfizer in Q1 2019 and held it in 25 quarters.
  • Realta Investment Advisors's Pfizer position peaked at $2.6M in Q4 2021.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Realta Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.