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Vanguard Capital Wealth Advisors’s Pfizer PFE Stock Holding History

Vanguard Capital Wealth Advisors’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
-10,925
Closed -$278K – 145
2025
Q3 		$278K Buy
+10,925
New +$270K 0.22% 95
2025
Q1 		– Sell
-9,050
Closed -$240K – 128
2024
Q4 		$240K Sell
9,050
-1,950
-18% -$52.9K 0.26% 81
2024
Q3 		$318K Sell
11,000
-2,034
-16% -$59.3K 0.33% 66
2024
Q2 		$365K Buy
13,034
+2,817
+28% +$77.6K 0.25% 85
2024
Q1 		$284K Buy
10,217
+412
+4% +$11.4K 0.2% 97
2023
Q4 		$282K Sell
9,805
-1,711
-15% -$51.7K 0.23% 95
2023
Q3 		$382K Buy
11,516
+1,331
+13% +$47.1K 0.35% 65
2023
Q2 		$374K Buy
10,185
+360
+4% +$14K 0.34% 68
2023
Q1 		$401K Sell
9,825
-89
-0.9% -$3.84K 0.4% 60
2022
Q4 		$508K Buy
9,914
+108
+1% +$5.18K 0.59% 48
2022
Q3 		$429K Sell
9,806
-13,065
-57% -$635K 0.52% 53
2022
Q2 		$1.2M Sell
22,871
-9,513
-29% -$485K 1.35% 15
2022
Q1 		$1.68M Sell
32,384
-6,922
-18% -$359K 1.2% 16
2021
Q4 		$2.32M Sell
39,306
-25,751
-40% -$1.28M 1.67% 10
2021
Q3 		$2.8K Buy
65,057
+30,540
+88% +$1.35M 1.88% 10
2021
Q2 		$1.35M Buy
34,517
+2,327
+7% +$90.5K 1.03% 21
2021
Q1 		$1.16M Buy
32,190
+19,440
+152% +$690K 0.98% 26
2020
Q4 		$468K Buy
+12,750
New +$468K 0.43% 62

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

Vanguard Capital Wealth Advisors's PFE Position: Q4 2025 in Review

Vanguard Capital Wealth Advisors sold out of Pfizer (PFE) in Q4 2025, closing a stake of 10,925 shares — an estimated $278K sold.

Vanguard Capital Wealth Advisors first reported a position in PFE in Q4 2020 and held it in 18 quarters. The position peaked at $2.32M in Q4 2021. 2,905 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Vanguard Capital Wealth Advisors reported no remaining Pfizer position as of Q4 2025 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 10,925 Pfizer shares in Q4 2025, an estimated $278K.
  • Vanguard Capital Wealth Advisors first reported a position in Pfizer in Q4 2020 and held it in 18 quarters.
  • Vanguard Capital Wealth Advisors's Pfizer position peaked at $2.32M in Q4 2021.
  • 2,905 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.