Wellington Wealth Strategies’s Pfizer PFE Stock Holding History

Wellington 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
2024 Q4	$264K	Buy	+10,295	New	+$279K	0.24%	55

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Wealth Strategies's PFE Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Pfizer (PFE) in Q4 2024: 10,295 shares worth $264K. The stake represents 0.24% of the portfolio and ranks #55 among its holdings.

2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Wellington Wealth Strategies held 10,295 shares of Pfizer worth $264K as of Q4 2024.
Pfizer was a new Wellington Wealth Strategies position in Q4 2024.
Pfizer made up 0.24% of Wellington Wealth Strategies's portfolio in Q4 2024, its #55 holding.
2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.