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Castle Wealth Management’s Pfizer PFE Stock Holding History

Castle 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 		– Sell
-7,132
Closed -$200K – 147
2026
Q1 		$200K Buy
+7,132
New +$190K 0.06% 131
2025
Q3 		– Sell
-8,679
Closed -$210K – 133
2025
Q2 		$210K Sell
8,679
-889
-9% -$20.7K 0.08% 115
2025
Q1 		$242K Sell
9,568
-60
-0.6% -$1.57K 0.09% 112
2024
Q4 		$255K Sell
9,628
-368
-4% -$9.98K 0.1% 104
2024
Q3 		$289K Buy
9,996
+1,604
+19% +$46.8K 0.12% 103
2024
Q2 		$235K Sell
8,392
-3,866
-32% -$106K 0.11% 106
2024
Q1 		$340K Sell
12,258
-453
-4% -$12.6K 0.18% 95
2023
Q4 		$366K Sell
12,711
-1,672
-12% -$50.5K 0.22% 93
2023
Q3 		$477K Buy
14,383
+22
+0.2% +$778 0.34% 65
2023
Q2 		$527K Buy
14,361
+418
+3% +$16.3K 0.37% 62
2023
Q1 		$569K Sell
13,943
-487
-3% -$21K 0.44% 52
2022
Q4 		$739K Sell
14,430
-417
-3% -$20K 0.47% 44
2022
Q3 		$650K Buy
14,847
+16
+0.1% +$777 0.39% 44
2022
Q2 		$778K Buy
+14,831
New +$756K 0.45% 42

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

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

Castle Wealth Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,132 shares — an estimated $200K sold.

Castle Wealth Management first reported a position in PFE in Q2 2022 and held it in 14 quarters. The position peaked at $778K in Q2 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Castle Wealth Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Castle Wealth Management sold 7,132 Pfizer shares in Q2 2026, an estimated $200K.
  • Castle Wealth Management first reported a position in Pfizer in Q2 2022 and held it in 14 quarters.
  • Castle Wealth Management's Pfizer position peaked at $778K in Q2 2022.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.