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WealthTrak Capital Management’s Pfizer PFE Stock Holding History

WealthTrak 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
Q3 		– Sell
-560
Closed -$13.6K – 677
2025
Q2 		$13.6K Buy
560
+310
+124% +$7.23K 0.01% 164
2025
Q1 		$6.33K Buy
250
+65
+35% +$1.7K 0.01% 213
2024
Q4 		$4.91K Buy
+185
New +$5.02K ﹤0.01% 217

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthTrak Capital Management's PFE Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 560 shares — an estimated $13.6K sold.

WealthTrak Capital Management first reported a position in PFE in Q4 2024 and held it in 3 quarters. The position peaked at $13.6K in Q2 2025. 2,812 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 560 Pfizer shares in Q3 2025, an estimated $13.6K.
  • WealthTrak Capital Management first reported a position in Pfizer in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Pfizer position peaked at $13.6K in Q2 2025.
  • 2,812 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.