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Summit Place Financial Advisors’s Pfizer PFE Stock Holding History

Summit Place 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
Q2 		– Sell
-9,354
Closed -$237K – 96
2025
Q1 		$237K Buy
9,354
+630
+7% +$16.5K 0.13% 88
2024
Q4 		$231K Hold
8,724
– – 0.13% 83
2024
Q3 		$252K Hold
8,724
– – 0.14% 86
2024
Q2 		$244K Sell
8,724
-26
-0.3% -$716 0.14% 85
2024
Q1 		$243K Hold
8,750
– – 0.14% 87
2023
Q4 		$252K Sell
8,750
-29
-0.3% -$877 0.16% 82
2023
Q3 		$291K Buy
8,779
+29
+0.3% +$1.03K 0.21% 81
2023
Q2 		$321K Hold
8,750
– – 0.21% 79
2023
Q1 		$357K Hold
8,750
– – 0.25% 77
2022
Q4 		$448K Hold
8,750
– – 0.37% 65
2022
Q3 		$383K Hold
8,750
– – 0.36% 70
2022
Q2 		$459K Sell
8,750
-300
-3% -$15.3K 0.39% 75
2022
Q1 		$469K Hold
9,050
– – 0.31% 79
2021
Q4 		$534K Sell
9,050
-525
-5% -$26K 0.37% 72
2021
Q3 		$412K Sell
9,575
-5,613
-37% -$249K 0.3% 80
2021
Q2 		$595K Sell
15,188
-14,391
-49% -$560K 0.44% 68
2021
Q1 		$1.07M Sell
29,579
-28,095
-49% -$998K 0.86% 47
2020
Q4 		$2.12M Sell
57,674
-2,836
-5% -$104K 1.84% 19
2020
Q3 		$2.11M Sell
60,510
-2,582
-4% -$90.5K 2.11% 7
2020
Q2 		$1.96M Buy
63,092
+15,045
+31% +$511K 3.1% 7
2020
Q1 		$1.49M Buy
48,047
+7,062
+17% +$241K 3.18% 12
2019
Q4 		$1.52M Buy
+40,985
New +$1.46M 2.41% 21

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

Summit Place Financial Advisors's PFE Position: Q2 2025 in Review

Summit Place Financial Advisors sold out of Pfizer (PFE) in Q2 2025, closing a stake of 9,354 shares — an estimated $237K sold.

Summit Place Financial Advisors first reported a position in PFE in Q4 2019 and held it in 22 quarters. The position peaked at $2.12M in Q4 2020. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Summit Place Financial Advisors reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Summit Place Financial Advisors sold 9,354 Pfizer shares in Q2 2025, an estimated $237K.
  • Summit Place Financial Advisors first reported a position in Pfizer in Q4 2019 and held it in 22 quarters.
  • Summit Place Financial Advisors's Pfizer position peaked at $2.12M in Q4 2020.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Summit Place Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.