Riverwater Partners’s Pfizer PFE Stock Holding History

Riverwater Partners’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	-10,927	Closed	-$277K	–	215
2025 Q1	$277K	Buy	10,927 +817	+8%	+$21.4K	0.14%	170
2024 Q4	$268K	Sell	10,110 -31	-0.3%	-$841	0.13%	187
2024 Q3	$290K	Sell	10,141 -161	-2%	-$4.7K	0.14%	169
2024 Q2	$288K	Sell	10,302 -120	-1%	-$3.3K	0.21%	143
2024 Q1	$289K	Sell	10,422 -199	-2%	-$5.52K	0.21%	151
2023 Q4	$306K	Sell	10,621 -1,644	-13%	-$49.7K	0.24%	134
2023 Q3	$407K	Buy	12,265 +386	+3%	+$13.7K	0.37%	84
2023 Q2	$436K	Buy	11,879 +23	+0.2%	+$895	0.39%	77
2023 Q1	$484K	Sell	11,856 -778	-6%	-$33.6K	0.44%	68
2022 Q4	$647K	Sell	12,634 -274	-2%	-$13.1K	0.55%	56
2022 Q3	$565K	Buy	12,908 +91	+0.7%	+$4.42K	0.56%	57
2022 Q2	$672K	Buy	12,817 +44	+0.3%	+$2.24K	0.68%	40
2022 Q1	$661K	Buy	12,773 +198	+2%	+$10.3K	1.09%	37
2021 Q4	$743K	Buy	+12,575	New	+$623K	0.66%	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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Riverwater Partners's PFE Position: Q2 2025 in Review

Riverwater Partners sold out of Pfizer (PFE) in Q2 2025, closing a stake of 10,927 shares — an estimated $277K sold.

Riverwater Partners first reported a position in PFE in Q4 2021 and held it in 14 quarters. The position peaked at $743K in Q4 2021. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Riverwater Partners reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Riverwater Partners sold 10,927 Pfizer shares in Q2 2025, an estimated $277K.
Riverwater Partners first reported a position in Pfizer in Q4 2021 and held it in 14 quarters.
Riverwater Partners's Pfizer position peaked at $743K in Q4 2021.
2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Riverwater Partners's 13F filing for Q2 2025, filed 1 Aug 2025.