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Stonegate Investment Group’s Pfizer PFE Stock Holding History

Stonegate Investment Group’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 		$2.12M Sell
83,223
-8,682
-9% -$214K 0.05% 129
2025
Q2 		$2.23M Buy
91,905
+622
+0.7% +$14.5K 0.06% 129
2025
Q1 		$2.31M Sell
91,283
-5,464
-6% -$143K 0.06% 113
2024
Q4 		$2.57M Sell
96,747
-1,555
-2% -$42.2K 0.07% 108
2024
Q3 		$2.84M Sell
98,302
-1,539
-2% -$44.9K 0.07% 101
2024
Q2 		$2.79M Sell
99,841
-8,585
-8% -$236K 0.08% 92
2024
Q1 		$3.01M Sell
108,426
-3,094
-3% -$85.9K 0.09% 93
2023
Q4 		$3.21M Sell
111,520
-40,646
-27% -$1.23M 0.11% 84
2023
Q3 		$5.05M Sell
152,166
-16,622
-10% -$588K 0.18% 62
2023
Q2 		$6.19M Buy
168,788
+1,056
+0.6% +$41.1K 0.22% 59
2023
Q1 		$6.84M Sell
167,732
-5,183
-3% -$224K 0.26% 56
2022
Q4 		$8.86M Sell
172,915
-1,551
-0.9% -$74.4K 0.38% 44
2022
Q3 		$7.63M Sell
174,466
-1,534
-0.9% -$74.5K 0.35% 49
2022
Q2 		$9.23M Buy
176,000
+29,465
+20% +$1.5M 0.4% 49
2022
Q1 		$7.59M Buy
146,535
+1,416
+1% +$73.5K 0.25% 54
2021
Q4 		$8.57M Buy
+145,119
New +$7.19M 0.36% 51

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
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stonegate Investment Group's PFE Position: Q3 2025 in Review

Stonegate Investment Group reduced its Pfizer (PFE) stake by 9.4% in Q3 2025, selling an estimated $214K and leaving 83,223 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #129.

Stonegate Investment Group first reported a position in PFE in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.23M in Q2 2022. 2,811 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Stonegate Investment Group held 83,223 shares of Pfizer worth $2.12M as of Q3 2025.
  • Stonegate Investment Group sold 8,682 Pfizer shares in Q3 2025, an estimated $214K.
  • Pfizer made up 0.05% of Stonegate Investment Group's portfolio in Q3 2025, its #129 holding.
  • Stonegate Investment Group first reported a position in Pfizer in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Pfizer position peaked at $9.23M in Q2 2022.
  • 2,811 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.