Sierra Ocean’s Pfizer PFE Stock Holding History

Sierra Ocean’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	–	Sell	-1,277	Closed	-$31K	–	702
2025 Q2	$31K	Sell	1,277 -1,480	-54%	-$34.5K	0.02%	255
2025 Q1	$69.9K	Buy	2,757 +1,488	+117%	+$38.9K	0.06%	134
2024 Q4	$33.7K	Buy	+1,269	New	+$34.4K	0.03%	220

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sierra Ocean's PFE Position: Q3 2025 in Review

Sierra Ocean sold out of Pfizer (PFE) in Q3 2025, closing a stake of 1,277 shares — an estimated $31K sold.

Sierra Ocean first reported a position in PFE in Q4 2024 and held it in 3 quarters. The position peaked at $69.9K in Q1 2025. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

Sierra Ocean reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 1,277 Pfizer shares in Q3 2025, an estimated $31K.
Sierra Ocean first reported a position in Pfizer in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Pfizer position peaked at $69.9K in Q1 2025.
2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.