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Ruedi Wealth Management’s Pfizer PFE Stock Holding History

Ruedi Wealth Management’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
-1,017
Closed -$25.8K – 250
2025
Q1 		$25.8K Buy
1,017
+2
+0.2% +$52 0.01% 116
2024
Q4 		$26.9K Buy
1,015
+2
+0.2% +$54 0.01% 114
2024
Q3 		$29.3K Sell
1,013
-180
-15% -$5.25K 0.01% 110
2024
Q2 		$33.4K Buy
1,193
+183
+18% +$5.04K 0.01% 105
2024
Q1 		$28K Buy
1,010
+287
+40% +$7.96K 0.01% 110
2023
Q4 		$20.8K Hold
723
– – 0.01% 111
2023
Q3 		$24K Hold
723
– – 0.01% 103
2023
Q2 		$26.5K Sell
723
-962
-57% -$37.4K 0.02% 102
2023
Q1 		$68.7K Hold
1,685
– – 0.04% 67
2022
Q4 		$86.3K Buy
+1,685
New +$80.8K 0.06% 55

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

Ruedi Wealth Management's PFE Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Pfizer (PFE) in Q2 2025, closing a stake of 1,017 shares — an estimated $25.8K sold.

Ruedi Wealth Management first reported a position in PFE in Q4 2022 and held it in 10 quarters. The position peaked at $86.3K in Q4 2022. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 1,017 Pfizer shares in Q2 2025, an estimated $25.8K.
  • Ruedi Wealth Management first reported a position in Pfizer in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Pfizer position peaked at $86.3K in Q4 2022.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.