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Zynergy Retirement Planning’s Pfizer PFE Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-59
Closed -$1.56K – 79
2025
Q1 		$1.56K Hold
59
– – ﹤0.01% 103
2024
Q4 		$1.71K Hold
59
– – ﹤0.01% 97
2024
Q3 		$1.71K Hold
59
– – ﹤0.01% 97
2024
Q2 		$1.65K Buy
+59
New +$1.62K ﹤0.01% 108

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Zynergy Retirement Planning's PFE Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Pfizer (PFE) in Q2 2025, closing a stake of 59 shares — an estimated $1.56K sold.

Zynergy Retirement Planning first reported a position in PFE in Q2 2024 and held it in 4 quarters. The position peaked at $1.71K in Q4 2024. 2,810 funds tracked by Wall St. Rank hold PFE as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Pfizer position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 59 Pfizer shares in Q2 2025, an estimated $1.56K.
  • Zynergy Retirement Planning first reported a position in Pfizer in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Pfizer position peaked at $1.71K in Q4 2024.
  • 2,810 funds tracked by Wall St. Rank held Pfizer as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.