ASSET PLANNING SERVICES INC /LA/ /ADV sold its entire $2.66 million stake in Pfizer, as disclosed in an SEC filing on October 16, 2025. The move reduced its Pfizer holding to zero, with the fund now focusing on top holdings like NVIDIA, Microsoft, and JPMorgan Chase. Pfizer shares traded at $24.27, down 8.5% YTD.

The fund divested all 109,630 shares of Pfizer, previously representing 1.2% of its assets. Top holdings post-trade include NVDA at $47.2 million, MSFT at $25.2 million, and JPM at $13.3 million. Pfizer’s challenges include COVID-related revenue drops and strong competition in the vaccine market.

Investors may see Pfizer’s weakness as an opportunity, despite the fund’s exit. The focus on tech and financial leaders signals confidence in innovation and capital markets. Pfizer’s strong drug pipeline and consistent dividend yield could still appeal to long-term investors looking beyond short-term fluctuations in the market.

Read more at Nasdaq: ASSET PLANNING Exits Full Stake in Pfizer Worth $2.7 Million