Syntegra Private Wealth Group’s Pfizer PFE Stock Holding History

Syntegra Private Wealth 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 Q2	–	Sell	-8,538	Closed	-$216K	–	182
2025 Q1	$216K	Sell	8,538 -1,645	-16%	-$43K	0.03%	154
2024 Q4	$270K	Sell	10,183 -676	-6%	-$18.3K	0.03%	130
2024 Q3	$314K	Buy	10,859 +19	+0.2%	+$554	0.04%	121
2024 Q2	$303K	Buy	10,840 +307	+3%	+$8.45K	0.04%	114
2024 Q1	$292K	Sell	10,533 -246	-2%	-$6.83K	0.04%	115
2023 Q4	$310K	Sell	10,779 -710	-6%	-$21.5K	0.04%	100
2023 Q3	$381K	Buy	11,489 +83	+0.7%	+$2.94K	0.06%	80
2023 Q2	$418K	Buy	11,406 +1,189	+12%	+$46.3K	0.06%	80
2023 Q1	$417K	Sell	10,217 -320	-3%	-$13.8K	0.07%	76
2022 Q4	$540K	Buy	+10,537	New	+$505K	0.11%	53

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Syntegra Private Wealth Group's PFE Position: Q2 2025 in Review

Syntegra Private Wealth Group sold out of Pfizer (PFE) in Q2 2025, closing a stake of 8,538 shares — an estimated $216K sold.

Syntegra Private Wealth Group first reported a position in PFE in Q4 2022 and held it in 10 quarters. The position peaked at $540K in Q4 2022. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

Syntegra Private Wealth Group reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
Syntegra Private Wealth Group sold 8,538 Pfizer shares in Q2 2025, an estimated $216K.
Syntegra Private Wealth Group first reported a position in Pfizer in Q4 2022 and held it in 10 quarters.
Syntegra Private Wealth Group's Pfizer position peaked at $540K in Q4 2022.
2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2025, filed 30 Jul 2025.