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TruNorth Capital Management’s Pfizer PFE Stock Holding History

TruNorth Capital 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
-2,726
Closed -$69.5K – 308
2025
Q3 		$69.5K Hold
2,726
– – 0.01% 157
2025
Q2 		$66.1K Sell
2,726
-2,216
-45% -$51.7K 0.01% 146
2025
Q1 		$125K Sell
4,942
-1,904
-28% -$49.8K 0.03% 124
2024
Q4 		$182K Buy
6,846
+4,120
+151% +$112K 0.05% 75
2024
Q3 		$78.9K Sell
2,726
-213
-7% -$6.21K 0.02% 113
2024
Q2 		$82.2K Buy
2,939
+213
+8% +$5.86K 0.03% 97
2024
Q1 		$75.6K Buy
+2,726
New +$75.6K 0.03% 85

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TruNorth Capital Management's PFE Position: Q4 2025 in Review

TruNorth Capital Management sold out of Pfizer (PFE) in Q4 2025, closing a stake of 2,726 shares — an estimated $69.5K sold.

TruNorth Capital Management first reported a position in PFE in Q1 2024 and held it in 7 quarters. The position peaked at $182K in Q4 2024. 2,906 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • TruNorth Capital Management reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 2,726 Pfizer shares in Q4 2025, an estimated $69.5K.
  • TruNorth Capital Management first reported a position in Pfizer in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's Pfizer position peaked at $182K in Q4 2024.
  • 2,906 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.