Rise Advisors’s Pfizer PFE Stock Holding History

Rise 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 Q4	–	Sell	-1,002	Closed	-$25.5K	–	1062
2025 Q3	$25.5K	Buy	1,002 +2	+0.2%	+$49	0.01%	446
2025 Q2	$24.2K	Buy	1,000 +70	+8%	+$1.63K	0.01%	423
2025 Q1	$23.6K	Buy	930 +52	+6%	+$1.36K	0.01%	422
2024 Q4	$23.3K	Sell	878 -542	-38%	-$14.7K	0.01%	555
2024 Q3	$41.1K	Buy	1,420 +14	+1%	+$408	0.02%	285
2024 Q2	$39.3K	Sell	1,406 -7,647	-84%	-$211K	0.02%	282
2024 Q1	$251K	Buy	9,053 +989	+12%	+$27.4K	0.13%	78
2023 Q4	$232K	Sell	8,064 -1,030	-11%	-$31.1K	0.16%	64
2023 Q3	$302K	Buy	9,094 +390	+4%	+$13.8K	0.24%	37
2023 Q2	$319K	Sell	8,704 -558	-6%	-$21.7K	0.25%	44
2023 Q1	$378K	Buy	9,262 +706	+8%	+$30.5K	0.29%	39
2022 Q4	$438K	Buy	8,556 +415	+5%	+$19.9K	0.35%	34
2022 Q3	$356K	Buy	8,141 +231	+3%	+$11.2K	0.3%	40
2022 Q2	$415K	Buy	7,910 +829	+12%	+$42.2K	0.42%	34
2022 Q1	$367K	Buy	7,081 +1,183	+20%	+$61.4K	0.33%	44
2021 Q4	$348K	Buy	+5,898	New	+$292K	0.33%	44

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Rise Advisors's PFE Position: Q4 2025 in Review

Rise Advisors sold out of Pfizer (PFE) in Q4 2025, closing a stake of 1,002 shares — an estimated $25.5K sold.

Rise Advisors first reported a position in PFE in Q4 2021 and held it in 16 quarters. The position peaked at $438K in Q4 2022. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Rise Advisors reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,002 Pfizer shares in Q4 2025, an estimated $25.5K.
Rise Advisors first reported a position in Pfizer in Q4 2021 and held it in 16 quarters.
Rise Advisors's Pfizer position peaked at $438K in Q4 2022.
2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.