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Vantage Financial Partners (Wisconsin)’s Pfizer PFE Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$248K Buy
9,942
+62
+0.6% +$1.56K 0.05% 183
2025
Q3 		$252K Buy
+9,880
New +$244K 0.05% 182
2025
Q1 		– Sell
-8,410
Closed -$223K – 200
2024
Q4 		$223K Sell
8,410
-860
-9% -$23.3K 0.06% 158
2024
Q3 		$268K Buy
+9,270
New +$270K 0.07% 148

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s PFE Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Pfizer (PFE) stake by 0.63% in Q4 2025, buying an estimated $1.56K and bringing the position to 9,942 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #183.

Vantage Financial Partners (Wisconsin) first reported a position in PFE in Q3 2024 and has held it in 4 quarters since. The position peaked at $268K in Q3 2024. 2,922 funds tracked by Wall St. Rank hold PFE as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 9,942 shares of Pfizer worth $248K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 62 Pfizer shares in Q4 2025, an estimated $1.56K.
  • Pfizer made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #183 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Pfizer in Q3 2024 and has held it in 4 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Pfizer position peaked at $268K in Q3 2024.
  • 2,922 funds tracked by Wall St. Rank held Pfizer as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.