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CarsonAllaria Wealth Management’s Pfizer PFE Stock Holding History

CarsonAllaria Wealth 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
2026
Q2 		$319K Buy
13,244
+143
+1% +$3.74K 0.14% 46
2026
Q1 		$368K Buy
13,101
+2,415
+23% +$64.3K 0.18% 41
2025
Q4 		$266K Sell
10,686
-856
-7% -$21.6K 0.13% 54
2025
Q3 		$294K Buy
11,542
+634
+6% +$15.6K 0.15% 49
2025
Q2 		$264K Sell
10,908
-61
-0.6% -$1.42K 0.14% 52
2025
Q1 		$278K Buy
10,969
+406
+4% +$10.6K 0.16% 54
2024
Q4 		$280K Sell
10,563
-173
-2% -$4.69K 0.16% 51
2024
Q3 		$311K Buy
10,736
+1,075
+11% +$31.4K 0.18% 47
2024
Q2 		$270K Sell
9,661
-59
-0.6% -$1.62K 0.17% 50
2024
Q1 		$270K Sell
9,720
-1,120
-10% -$31.1K 0.17% 50
2023
Q4 		$312K Buy
10,840
+886
+9% +$26.8K 0.22% 46
2023
Q3 		$330K Sell
9,954
-2,079
-17% -$73.5K 0.27% 42
2023
Q2 		$441K Sell
12,033
-366
-3% -$14.2K 0.35% 35
2023
Q1 		$506K Buy
12,399
+66
+0.5% +$2.85K 0.43% 34
2022
Q4 		$632K Sell
12,333
-65
-0.5% -$3.12K 0.55% 25
2022
Q3 		$543K Buy
12,398
+73
+0.6% +$3.55K 0.5% 26
2022
Q2 		$646K Sell
12,325
-419
-3% -$21.4K 0.6% 23
2022
Q1 		$660K Sell
12,744
-1,880
-13% -$97.5K 0.59% 26
2021
Q4 		$864K Buy
+14,624
New +$725K 0.76% 24

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 $3.37T AUM 44.26% 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

CarsonAllaria Wealth Management's PFE Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its Pfizer (PFE) stake by 1.1% in Q2 2026, buying an estimated $3.74K and bringing the position to 13,244 shares worth $319K. The position accounts for 0.14% of the portfolio, ranked #46.

CarsonAllaria Wealth Management first reported a position in PFE in Q4 2021 and has held it in 19 quarters since. The position peaked at $864K in Q4 2021. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • CarsonAllaria Wealth Management held 13,244 shares of Pfizer worth $319K as of Q2 2026.
  • CarsonAllaria Wealth Management bought 143 Pfizer shares in Q2 2026, an estimated $3.74K.
  • Pfizer made up 0.14% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #46 holding.
  • CarsonAllaria Wealth Management first reported a position in Pfizer in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's Pfizer position peaked at $864K in Q4 2021.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.