Spirepoint Private Client’s Pfizer PFE Stock Holding History

Spirepoint Private Client’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	-16,923	Closed	-$431K	–	319
2025 Q3	$431K	Sell	16,923 -1,619	-9%	-$40K	0.05%	184
2025 Q2	$449K	Sell	18,542 -3,365	-15%	-$78.5K	0.05%	165
2025 Q1	$555K	Sell	21,907 -28,822	-57%	-$754K	0.07%	129
2024 Q4	$1.35M	Buy	50,729 +282	+0.6%	+$7.65K	0.17%	78
2024 Q3	$1.46M	Sell	50,447 -31	-0.1%	-$904	0.19%	76
2024 Q2	$1.41M	Sell	50,478 -808	-2%	-$22.2K	0.2%	76
2024 Q1	$1.42M	Buy	+51,286	New	+$1.42M	0.22%	71

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Spirepoint Private Client's PFE Position: Q4 2025 in Review

Spirepoint Private Client sold out of Pfizer (PFE) in Q4 2025, closing a stake of 16,923 shares — an estimated $431K sold.

Spirepoint Private Client first reported a position in PFE in Q1 2024 and held it in 7 quarters. The position peaked at $1.46M in Q3 2024. 2,915 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Spirepoint Private Client reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Spirepoint Private Client sold 16,923 Pfizer shares in Q4 2025, an estimated $431K.
Spirepoint Private Client first reported a position in Pfizer in Q1 2024 and held it in 7 quarters.
Spirepoint Private Client's Pfizer position peaked at $1.46M in Q3 2024.
2,915 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Spirepoint Private Client's 13F filing for Q4 2025, filed 22 Jan 2026.