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Transcendent Capital Group’s Pfizer PFE Stock Holding History

Transcendent Capital 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
Q1 		– Sell
-5,176
Closed -$137K – 318
2024
Q4 		$137K Hold
5,176
– – 0.07% 119
2024
Q3 		$150K Sell
5,176
-42
-0.8% -$1.23K 0.08% 120
2024
Q2 		$146K Sell
5,218
-46
-0.9% -$1.27K 0.08% 106
2024
Q1 		$146K Hold
5,264
– – 0.08% 111
2023
Q4 		$152K Buy
+5,264
New +$159K 0.1% 86

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transcendent Capital Group's PFE Position: Q1 2025 in Review

Transcendent Capital Group sold out of Pfizer (PFE) in Q1 2025, closing a stake of 5,176 shares — an estimated $137K sold.

Transcendent Capital Group first reported a position in PFE in Q4 2023 and held it in 5 quarters. The position peaked at $152K in Q4 2023. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Transcendent Capital Group reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 5,176 Pfizer shares in Q1 2025, an estimated $137K.
  • Transcendent Capital Group first reported a position in Pfizer in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Pfizer position peaked at $152K in Q4 2023.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.