TCPG
PFE icon

Trivant Custom Portfolio Group’s Pfizer PFE Stock Holding History

Trivant Custom Portfolio 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
-1,745
Closed -$44.2K – 175
2025
Q1 		$44.2K Buy
1,745
+12
+0.7% +$314 0.03% 101
2024
Q4 		$46K Buy
1,733
+511
+42% +$13.9K 0.03% 87
2024
Q3 		$35.3K Buy
1,222
+11
+0.9% +$321 0.02% 96
2024
Q2 		$33.9K Buy
1,211
+11
+0.9% +$303 0.02% 109
2024
Q1 		$33.3K Buy
1,200
+600
+100% +$16.6K 0.02% 109
2023
Q4 		$17.3K Hold
600
– – 0.01% 149
2023
Q3 		$19.9K Hold
600
– – 0.01% 131
2023
Q2 		$22K Hold
600
– – 0.02% 143
2023
Q1 		$24.5K Buy
+600
New +$25.9K 0.02% 148

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

Trivant Custom Portfolio Group's PFE Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Pfizer (PFE) in Q2 2025, closing a stake of 1,745 shares — an estimated $44.2K sold.

Trivant Custom Portfolio Group first reported a position in PFE in Q1 2023 and held it in 9 quarters. The position peaked at $46K in Q4 2024. 2,809 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 1,745 Pfizer shares in Q2 2025, an estimated $44.2K.
  • Trivant Custom Portfolio Group first reported a position in Pfizer in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's Pfizer position peaked at $46K in Q4 2024.
  • 2,809 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.