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Shorepoint Capital Partners’s Pfizer PFE Stock Holding History

Shorepoint Capital Partners’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 		$3.06M Buy
+120,211
New +$2.97M 0.61% 59
2025
Q1 		$2.83M Buy
111,536
+15,380
+16% +$402K 0.64% 59
2024
Q4 		$2.55M Buy
96,156
+29,511
+44% +$800K 0.58% 65
2024
Q3 		$1.93M Buy
66,645
+32,244
+94% +$941K 0.44% 70
2024
Q2 		$963K Buy
+34,401
New +$947K 0.23% 77
2023
Q1 		– Sell
-6,635
Closed -$340K – 136
2022
Q4 		$340K Buy
+6,635
New +$318K 0.09% 112
2021
Q1 		– Sell
-20,108
Closed -$740K – 80
2020
Q4 		$740K Sell
20,108
-1,086
-5% -$39.8K 0.41% 62
2020
Q3 		$738K Sell
21,194
-211
-1% -$7.4K 0.46% 57
2020
Q2 		$664K Sell
21,405
-1,145
-5% -$38.9K 0.43% 59
2020
Q1 		$698K Sell
22,550
-506
-2% -$17.2K 0.56% 56
2019
Q4 		$857K Hold
23,056
– – 0.49% 64
2019
Q3 		$786K Sell
23,056
-316
-1% -$11.5K 0.46% 60
2019
Q2 		$961K Hold
23,372
– – 0.55% 56
2019
Q1 		$942K Buy
+23,372
New +$936K 0.53% 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
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

Shorepoint Capital Partners's PFE Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Pfizer (PFE) in Q3 2025: 120,211 shares worth $3.06M. The stake represents 0.61% of the portfolio and ranks #59 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in PFE as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in PFE in Q1 2019 and has held it in 14 quarters since. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Shorepoint Capital Partners held 120,211 shares of Pfizer worth $3.06M as of Q3 2025.
  • Pfizer was a new Shorepoint Capital Partners position in Q3 2025.
  • Pfizer made up 0.61% of Shorepoint Capital Partners's portfolio in Q3 2025, its #59 holding.
  • Shorepoint Capital Partners first reported a position in Pfizer in Q1 2019 and has held it in 14 quarters since.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.