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Sheaff Brock Investment Advisors’s Pfizer PFE Stock Holding History

Sheaff Brock 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
2019
Q1 		– Sell
-10,540
Closed -$437K – 519
2018
Q4 		$437K Hold
10,540
– – 0.07% 250
2018
Q3 		$441K Hold
10,540
– – 0.04% 284
2018
Q2 		$363K Hold
10,540
– – 0.04% 322
2018
Q1 		$355K Buy
+10,540
New +$362K 0.04% 323

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 $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sheaff Brock Investment Advisors's PFE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Pfizer (PFE) stake by 5.6% in Q1 2025, selling an estimated $96.8K and leaving 62,940 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #122.

Sheaff Brock Investment Advisors first reported a position in PFE in Q4 2015 and has held it in 38 quarters since. The position peaked at $10.7M in Q3 2018. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Sheaff Brock Investment Advisors held 62,940 shares of Pfizer worth $1.59M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 3,699 Pfizer shares in Q1 2025, an estimated $96.8K.
  • Pfizer made up 0.15% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #122 holding.
  • Sheaff Brock Investment Advisors first reported a position in Pfizer in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Pfizer position peaked at $10.7M in Q3 2018.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.