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Tortoise Investment Management’s Pfizer PFE Stock Holding History

Tortoise Investment Management’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
-3,661
Closed -$93.3K – 1099
2025
Q3 		$93.3K Buy
3,661
+99
+3% +$2.44K 0.01% 320
2025
Q2 		$86.3K Sell
3,562
-333
-9% -$7.77K 0.01% 313
2025
Q1 		$98.7K Sell
3,895
-215
-5% -$5.63K 0.01% 289
2024
Q4 		$109K Sell
4,110
-115
-3% -$3.12K 0.01% 294
2024
Q3 		$122K Buy
4,225
+145
+4% +$4.23K 0.01% 285
2024
Q2 		$114K Buy
4,080
+629
+18% +$17.3K 0.01% 280
2024
Q1 		$95.8K Buy
3,451
+7
+0.2% +$194 0.01% 299
2023
Q4 		$99.1K Sell
3,444
-2,382
-41% -$72K 0.01% 275
2023
Q3 		$193K Sell
5,826
-474
-8% -$16.8K 0.03% 197
2023
Q2 		$231K Buy
6,300
+350
+6% +$13.6K 0.03% 181
2023
Q1 		$243K Hold
5,950
– – 0.04% 175
2022
Q4 		$305K Buy
5,950
+170
+3% +$8.15K 0.05% 162
2022
Q3 		$253K Buy
5,780
+1,455
+34% +$70.7K 0.05% 163
2022
Q2 		$227K Buy
4,325
+400
+10% +$20.4K 0.04% 166
2022
Q1 		$203K Buy
3,925
+80
+2% +$4.15K 0.04% 178
2021
Q4 		$227K Buy
3,845
+50
+1% +$2.48K 0.04% 157
2021
Q3 		$163K Sell
3,795
-1,275
-25% -$56.5K 0.03% 172
2021
Q2 		$199K Hold
5,070
– – 0.04% 158
2021
Q1 		$184K Buy
5,070
+104
+2% +$3.69K 0.04% 155
2020
Q4 		$183K Sell
4,966
-163
-3% -$5.98K 0.04% 149
2020
Q3 		$179K Hold
5,129
– – 0.04% 146
2020
Q2 		$159K Sell
5,129
-161
-3% -$5.47K 0.04% 150
2020
Q1 		$164K Sell
5,290
-1,281
-19% -$43.6K 0.05% 143
2019
Q4 		$244K Buy
6,571
+743
+13% +$26.5K 0.06% 126
2019
Q3 		$199K Sell
5,828
-2,334
-29% -$84.9K 0.05% 139
2019
Q2 		$335K Buy
8,162
+472
+6% +$18.7K 0.08% 117
2019
Q1 		$310K Sell
7,690
-629
-8% -$25.2K 0.08% 113
2018
Q4 		$345K Sell
8,319
-1,160
-12% -$48.2K 0.09% 110
2018
Q3 		$396K Hold
9,479
– – 0.1% 105
2018
Q2 		$326K Buy
9,479
+633
+7% +$21.6K 0.09% 118
2018
Q1 		$298K Buy
8,846
+451
+5% +$15.5K 0.08% 120
2017
Q4 		$288K Sell
8,395
-40
-0.5% -$1.36K 0.08% 119
2017
Q3 		$286K Buy
8,435
+2,635
+45% +$84.7K 0.09% 114
2017
Q2 		$185K Sell
5,800
-351
-6% -$11.1K 0.06% 124
2017
Q1 		$200K Buy
6,151
+74
+1% +$2.33K 0.07% 112
2016
Q4 		$187K Buy
6,077
+3,826
+170% +$117K 0.06% 111
2016
Q3 		$72K Hold
2,251
– – 0.02% 164
2016
Q2 		$75K Hold
2,251
– – 0.03% 164
2016
Q1 		$63K Sell
2,251
-1,313
-37% -$37.5K 0.02% 178
2015
Q4 		$109K Sell
3,564
-263
-7% -$8.27K 0.04% 139
2015
Q3 		$114K Sell
3,827
-300
-7% -$9.62K 0.04% 133
2015
Q2 		$131K Buy
4,127
+317
+8% +$10.3K 0.05% 137
2015
Q1 		$126K Buy
3,810
+587
+18% +$18.7K 0.05% 137
2014
Q4 		$95K Buy
3,223
+306
+10% +$8.77K 0.04% 162
2014
Q3 		$82K Sell
2,917
-1,677
-37% -$47.1K 0.03% 169
2014
Q2 		$129K Buy
4,594
+2,706
+143% +$77.1K 0.05% 127
2014
Q1 		$58K Buy
+1,888
New +$56.3K 0.03% 182
2013
Q4 		– Sell
-791
Closed -$22K – 374
2013
Q3 		$22K Buy
791
+214
+37% +$5.82K 0.01% 196
2013
Q2 		$15K Buy
+577
New +$15.9K 0.01% 204

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tortoise Investment Management's PFE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Pfizer (PFE) in Q4 2025, closing a stake of 3,661 shares — an estimated $93.3K sold.

Tortoise Investment Management first reported a position in PFE in Q2 2013 and held it in 49 quarters. The position peaked at $396K in Q3 2018. 2,914 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Tortoise Investment Management reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3,661 Pfizer shares in Q4 2025, an estimated $93.3K.
  • Tortoise Investment Management first reported a position in Pfizer in Q2 2013 and held it in 49 quarters.
  • Tortoise Investment Management's Pfizer position peaked at $396K in Q3 2018.
  • 2,914 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.