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Signature Wealth Management Partners’s Pfizer PFE Stock Holding History

Signature Wealth Management 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
Q2 		– Sell
-16,529
Closed -$419K – 114
2025
Q1 		$419K Buy
16,529
+8,800
+114% +$230K 0.27% 67
2024
Q4 		$205K Hold
7,729
– – 0.14% 98
2024
Q3 		$224K Sell
7,729
-768
-9% -$22.4K 0.16% 94
2024
Q2 		$238K Sell
8,497
-9,400
-53% -$259K 0.18% 91
2024
Q1 		$497K Sell
17,897
-500
-3% -$13.9K 0.4% 54
2023
Q4 		$530K Sell
18,397
-607
-3% -$18.3K 0.46% 47
2023
Q3 		$630K Buy
19,004
+1,700
+10% +$60.1K 0.62% 39
2023
Q2 		$635K Buy
17,304
+7,875
+84% +$307K 0.59% 43
2023
Q1 		$385K Sell
9,429
-4,125
-30% -$178K 0.36% 64
2022
Q4 		$695K Hold
13,554
– – 0.68% 38
2022
Q3 		$593K Hold
13,554
– – 0.65% 42
2022
Q2 		$711K Sell
13,554
-675
-5% -$34.4K 0.73% 36
2022
Q1 		$737K Sell
14,229
-2,235
-14% -$116K 0.63% 44
2021
Q4 		$972K Hold
16,464
– – 0.82% 32
2021
Q3 		$708K Buy
16,464
+2,422
+17% +$107K 0.64% 38
2021
Q2 		$550K Sell
14,042
-264
-2% -$10.3K 0.5% 53
2021
Q1 		$518K Buy
14,306
+419
+3% +$14.9K 0.5% 57
2020
Q4 		$511K Buy
+13,887
New +$509K 0.51% 47

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Signature Wealth Management Partners's PFE Position: Q2 2025 in Review

Signature Wealth Management Partners sold out of Pfizer (PFE) in Q2 2025, closing a stake of 16,529 shares — an estimated $419K sold.

Signature Wealth Management Partners first reported a position in PFE in Q4 2020 and held it in 18 quarters. The position peaked at $972K in Q4 2021. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Signature Wealth Management Partners reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Signature Wealth Management Partners sold 16,529 Pfizer shares in Q2 2025, an estimated $419K.
  • Signature Wealth Management Partners first reported a position in Pfizer in Q4 2020 and held it in 18 quarters.
  • Signature Wealth Management Partners's Pfizer position peaked at $972K in Q4 2021.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Signature Wealth Management Partners's 13F filing for Q2 2025, filed 22 Jul 2025.