SS&H Financial Advisors’s Pfizer PFE Stock Holding History

SS&H Financial Advisors’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	$2.81M	Buy	112,943 +28,043	+33%	+$707K	0.82%	30
2025 Q3	$2.16M	Buy	84,900 +4,493	+6%	+$111K	0.66%	39
2025 Q2	$1.95M	Buy	80,407 +15,668	+24%	+$365K	0.65%	40
2025 Q1	$1.64M	Sell	64,739 -5,521	-8%	-$144K	0.61%	44
2024 Q4	$1.86M	Sell	70,260 -3,013	-4%	-$81.7K	0.68%	39
2024 Q3	$2.12M	Buy	73,273 +700	+1%	+$20.4K	0.77%	37
2024 Q2	$2.03M	Sell	72,573 -6,117	-8%	-$168K	0.79%	35
2024 Q1	$2.18M	Sell	78,690 -14,650	-16%	-$407K	0.91%	31
2023 Q4	$2.69M	Sell	93,340 -2,300	-2%	-$69.5K	1.14%	22
2023 Q3	$3.17M	Buy	+95,640	New	+$3.38M	1.49%	17
2023 Q1	$4.21M	Buy	103,167 +6,277	+6%	+$271K	1.93%	11
2022 Q4	$4.96M	Hold	96,890	–	–	2.36%	9
2022 Q3	$4.24M	Sell	96,890 -1,300	-1%	-$63.2K	2.19%	10
2022 Q2	$5.15M	Sell	98,190 -7,088	-7%	-$361K	2.38%	7
2022 Q1	$5.45M	Buy	+105,278	New	+$5.46M	2.13%	7

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

SS&H Financial Advisors's PFE Position: Q4 2025 in Review

SS&H Financial Advisors increased its Pfizer (PFE) stake by 33% in Q4 2025, buying an estimated $707K and bringing the position to 112,943 shares worth $2.81M. The position accounts for 0.82% of the portfolio, ranked #30.

SS&H Financial Advisors first reported a position in PFE in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.45M in Q1 2022. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

SS&H Financial Advisors held 112,943 shares of Pfizer worth $2.81M as of Q4 2025.
SS&H Financial Advisors bought 28,043 Pfizer shares in Q4 2025, an estimated $707K.
Pfizer made up 0.82% of SS&H Financial Advisors's portfolio in Q4 2025, its #30 holding.
SS&H Financial Advisors first reported a position in Pfizer in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Pfizer position peaked at $5.45M in Q1 2022.
2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.