Unique Wealth Strategies’s Pfizer PFE Stock Holding History

Unique Wealth Strategies’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	-8,202	Closed	-$209K	–	254
2025 Q3	$209K	Sell	8,202 -17,479	-68%	-$431K	0.08%	201
2025 Q2	$623K	Buy	25,681 +4,652	+22%	+$108K	0.26%	104
2025 Q1	$533K	Sell	21,029 -1,460	-6%	-$38.2K	0.24%	117
2024 Q4	$597K	Sell	22,489 -13,056	-37%	-$354K	0.26%	95
2024 Q3	$1.03M	Sell	35,545 -3,491	-9%	-$102K	0.43%	57
2024 Q2	$1.08M	Hold	39,036	–	–	0.51%	47
2024 Q1	$1.08M	Buy	39,036 +1,902	+5%	+$52.8K	0.53%	47
2023 Q4	$1.07M	Buy	+37,134	New	+$1.12M	0.71%	36

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Unique Wealth Strategies's PFE Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Pfizer (PFE) in Q4 2025, closing a stake of 8,202 shares — an estimated $209K sold.

Unique Wealth Strategies first reported a position in PFE in Q4 2023 and held it in 8 quarters. The position peaked at $1.08M in Q2 2024. 2,906 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

Unique Wealth Strategies reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 8,202 Pfizer shares in Q4 2025, an estimated $209K.
Unique Wealth Strategies first reported a position in Pfizer in Q4 2023 and held it in 8 quarters.
Unique Wealth Strategies's Pfizer position peaked at $1.08M in Q2 2024.
2,906 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.