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Robinson Smith Wealth Advisors’s Pfizer PFE Stock Holding History

Robinson Smith Wealth 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
Q3 		– Sell
-9,800
Closed -$238K – 93
2025
Q2 		$238K Buy
9,800
+111
+1% +$2.59K 0.19% 72
2025
Q1 		$246K Buy
9,689
+11
+0.1% +$288 0.21% 74
2024
Q4 		$257K Buy
9,678
+261
+3% +$7.08K 0.22% 67
2024
Q3 		$273K Sell
9,417
-567
-6% -$16.5K 0.23% 70
2024
Q2 		$279K Buy
+9,984
New +$275K 0.25% 70
2024
Q1 		– Sell
-7,285
Closed -$210K – 84
2023
Q4 		$210K Buy
+7,285
New +$220K 0.21% 81

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
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Robinson Smith Wealth Advisors's PFE Position: Q3 2025 in Review

Robinson Smith Wealth Advisors sold out of Pfizer (PFE) in Q3 2025, closing a stake of 9,800 shares — an estimated $238K sold.

Robinson Smith Wealth Advisors first reported a position in PFE in Q4 2023 and held it in 6 quarters. The position peaked at $279K in Q2 2024. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Robinson Smith Wealth Advisors reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Robinson Smith Wealth Advisors sold 9,800 Pfizer shares in Q3 2025, an estimated $238K.
  • Robinson Smith Wealth Advisors first reported a position in Pfizer in Q4 2023 and held it in 6 quarters.
  • Robinson Smith Wealth Advisors's Pfizer position peaked at $279K in Q2 2024.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.