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SageView Advisory Group’s Pfizer PFE Stock Holding History

SageView Advisory Group’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 		$1.56M Buy
62,717
+3,820
+6% +$96.3K 0.05% 195
2025
Q3 		$1.5M Buy
58,897
+8,023
+16% +$198K 0.05% 205
2025
Q2 		$1.24M Sell
50,874
-6,508
-11% -$152K 0.05% 214
2025
Q1 		$1.45M Buy
57,382
+10,140
+21% +$265K 0.06% 167
2024
Q4 		$1.25M Buy
47,242
+17,241
+57% +$468K 0.05% 190
2024
Q3 		$868K Sell
30,001
-19,315
-39% -$563K 0.04% 219
2024
Q2 		$1.38M Buy
+49,316
New +$1.36M 0.06% 176
2024
Q1 		– Sell
-45,186
Closed -$1.22M – 718
2023
Q4 		$1.22M Buy
45,186
+973
+2% +$29.4K 0.05% 218
2023
Q3 		$1.47M Buy
44,213
+14,539
+49% +$514K 0.08% 150
2023
Q2 		$1.09M Buy
29,674
+2,345
+9% +$91.3K 0.06% 209
2023
Q1 		$1.12M Buy
27,329
+13,268
+94% +$573K 0.07% 188
2022
Q4 		$720K Buy
+14,061
New +$674K 0.06% 196

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SageView Advisory Group's PFE Position: Q4 2025 in Review

SageView Advisory Group increased its Pfizer (PFE) stake by 6.5% in Q4 2025, buying an estimated $96.3K and bringing the position to 62,717 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #195.

SageView Advisory Group first reported a position in PFE in Q4 2022 and has held it in 12 quarters since. 2,906 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • SageView Advisory Group held 62,717 shares of Pfizer worth $1.56M as of Q4 2025.
  • SageView Advisory Group bought 3,820 Pfizer shares in Q4 2025, an estimated $96.3K.
  • Pfizer made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #195 holding.
  • SageView Advisory Group first reported a position in Pfizer in Q4 2022 and has held it in 12 quarters since.
  • 2,906 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.