SIA
PFE icon

Schechter Investment Advisors’s Pfizer PFE Stock Holding History

Schechter Investment 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
Q1 		$442K Buy
17,456
+9,079
+108% +$238K 0.04% 397
2024
Q4 		$222K Sell
8,377
-15,904
-65% -$431K 0.02% 551
2024
Q3 		$703K Buy
24,281
+372
+2% +$10.9K 0.05% 322
2024
Q2 		$669K Buy
23,909
+10,697
+81% +$295K 0.05% 315
2024
Q1 		$367K Sell
13,212
-860
-6% -$23.9K 0.03% 451
2023
Q4 		$405K Sell
14,072
-222
-2% -$6.71K 0.04% 392
2023
Q3 		$474K Sell
14,294
-14,300
-50% -$506K 0.05% 356
2023
Q2 		$1.05M Buy
28,594
+7,489
+35% +$291K 0.09% 233
2023
Q1 		$861K Sell
21,105
-13,248
-39% -$572K 0.08% 288
2022
Q4 		$1.76M Buy
34,353
+9,853
+40% +$472K 0.16% 140
2022
Q3 		$1.07M Sell
24,500
-6,174
-20% -$300K 0.11% 254
2022
Q2 		$1.61M Buy
30,674
+4,233
+16% +$216K 0.16% 133
2022
Q1 		$1.37M Buy
26,441
+2,016
+8% +$105K 0.13% 196
2021
Q4 		$1.44M Buy
+24,425
New +$1.21M 0.13% 197

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's PFE Position: Q1 2025 in Review

Schechter Investment Advisors increased its Pfizer (PFE) stake by 108% in Q1 2025, buying an estimated $238K and bringing the position to 17,456 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #397.

Schechter Investment Advisors first reported a position in PFE in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2022. 2,930 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Schechter Investment Advisors held 17,456 shares of Pfizer worth $442K as of Q1 2025.
  • Schechter Investment Advisors bought 9,079 Pfizer shares in Q1 2025, an estimated $238K.
  • Pfizer made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #397 holding.
  • Schechter Investment Advisors first reported a position in Pfizer in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Pfizer position peaked at $1.76M in Q4 2022.
  • 2,930 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.