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Wealthedge Investment Advisors’s Pfizer PFE Stock Holding History

Wealthedge Investment 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
Q1 		– Sell
-7,785
Closed -$207K – 206
2024
Q4 		$207K Buy
+7,785
New +$211K 0.09% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthedge Investment Advisors's PFE Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of Pfizer (PFE) in Q1 2025, closing a stake of 7,785 shares — an estimated $207K sold.

Wealthedge Investment Advisors first reported a position in PFE in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 2,931 funds tracked by Wall St. Rank hold PFE as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining Pfizer position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 7,785 Pfizer shares in Q1 2025, an estimated $207K.
  • Wealthedge Investment Advisors first reported a position in Pfizer in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Pfizer position peaked at $207K in Q4 2024.
  • 2,931 funds tracked by Wall St. Rank held Pfizer as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.