CA
PFE icon

Carson Advisory’s Pfizer PFE Stock Holding History

Carson Advisory’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
2026
Q2 		$216K Sell
8,988
-186
-2% -$4.87K 0.1% 191
2026
Q1 		$258K Sell
9,174
-136
-1% -$3.62K 0.13% 156
2025
Q4 		$232K Sell
9,310
-1,153
-11% -$29.1K 0.12% 164
2025
Q3 		$267K Sell
10,463
-1,000
-9% -$24.7K 0.14% 140
2025
Q2 		$278K Sell
11,463
-460
-4% -$10.7K 0.18% 125
2025
Q1 		$302K Sell
11,923
-1,515
-11% -$39.6K 0.2% 116
2024
Q4 		$357K Sell
13,438
-10,691
-44% -$290K 0.25% 98
2024
Q3 		$698K Sell
24,129
-1,276
-5% -$37.2K 0.44% 70
2024
Q2 		$711K Buy
25,405
+7,164
+39% +$197K 0.5% 63
2024
Q1 		$506K Sell
18,241
-1,718
-9% -$47.7K 0.36% 84
2023
Q4 		$575K Sell
19,959
-3,910
-16% -$118K 0.45% 73
2023
Q3 		$792K Sell
23,869
-335
-1% -$11.8K 0.69% 40
2023
Q2 		$888K Sell
24,204
-128
-0.5% -$4.98K 0.75% 36
2023
Q1 		$993K Sell
24,332
-2,145
-8% -$92.6K 0.88% 29
2022
Q4 		$1.36M Buy
26,477
+1,151
+5% +$55.2K 1.3% 21
2022
Q3 		$1.11M Buy
25,326
+860
+4% +$41.8K 1.23% 21
2022
Q2 		$1.28M Buy
24,466
+1,650
+7% +$84.1K 1.43% 18
2022
Q1 		$1.18M Sell
22,816
-957
-4% -$49.7K 1.17% 22
2021
Q4 		$1.4M Buy
+23,773
New +$1.18M 1.42% 16

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carson Advisory's PFE Position: Q2 2026 in Review

Carson Advisory reduced its Pfizer (PFE) stake by 2% in Q2 2026, selling an estimated $4.87K and leaving 8,988 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #191.

Carson Advisory first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2021. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Carson Advisory held 8,988 shares of Pfizer worth $216K as of Q2 2026.
  • Carson Advisory sold 186 Pfizer shares in Q2 2026, an estimated $4.87K.
  • Pfizer made up 0.1% of Carson Advisory's portfolio in Q2 2026, its #191 holding.
  • Carson Advisory first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Pfizer position peaked at $1.4M in Q4 2021.
  • 2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.