SWP
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Significant Wealth Partners’s Pfizer PFE Stock Holding History

Significant Wealth 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
Q4 		– Sell
-10,591
Closed -$270K – 98
2025
Q3 		$270K Buy
10,591
+1,115
+12% +$27.5K 0.13% 77
2025
Q2 		$230K Buy
9,476
+1,127
+13% +$26.3K 0.11% 81
2025
Q1 		$212K Buy
8,349
+357
+4% +$9.34K 0.11% 79
2024
Q4 		$212K Buy
+7,992
New +$217K 0.11% 73

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Significant Wealth Partners's PFE Position: Q4 2025 in Review

Significant Wealth Partners sold out of Pfizer (PFE) in Q4 2025, closing a stake of 10,591 shares — an estimated $270K sold.

Significant Wealth Partners first reported a position in PFE in Q4 2024 and held it in 4 quarters. The position peaked at $270K in Q3 2025. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Significant Wealth Partners reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 10,591 Pfizer shares in Q4 2025, an estimated $270K.
  • Significant Wealth Partners first reported a position in Pfizer in Q4 2024 and held it in 4 quarters.
  • Significant Wealth Partners's Pfizer position peaked at $270K in Q3 2025.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.