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Castleview Partners’s Pfizer PFE Stock Holding History

Castleview Partners’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 		$515K Buy
21,400
+5,138
+32% +$134K 0.23% 109
2026
Q1 		$457K Buy
16,262
+2,767
+21% +$73.7K 0.23% 103
2025
Q4 		$336K Buy
13,495
+2,322
+21% +$58.6K 0.17% 129
2025
Q3 		$285K Buy
11,173
+1,896
+20% +$46.8K 0.15% 137
2025
Q2 		$225K Buy
9,277
+38
+0.4% +$886 0.14% 158
2025
Q1 		$234K Buy
9,239
+37
+0.4% +$968 0.16% 157
2024
Q4 		$245K Buy
9,202
+1,086
+13% +$29.5K 0.13% 163
2024
Q3 		$235K Buy
8,116
+99
+1% +$2.89K 0.14% 160
2024
Q2 		$224K Buy
8,017
+1,352
+20% +$37.2K 0.13% 161
2024
Q1 		$185K Buy
6,665
+1,786
+37% +$49.6K 0.1% 188
2023
Q4 		$140K Buy
4,879
+1,638
+51% +$49.5K 0.1% 166
2023
Q3 		$108K Sell
3,241
-5,267
-62% -$186K 0.1% 171
2023
Q2 		$312K Sell
8,508
-3,699
-30% -$144K 0.28% 80
2023
Q1 		$498K Buy
12,207
+287
+2% +$12.4K 0.44% 52
2022
Q4 		$611K Sell
11,920
-548
-4% -$26.3K 0.59% 39
2022
Q3 		$546K Buy
12,468
+10,576
+559% +$514K 0.52% 38
2022
Q2 		$187K Sell
1,892
-14,415
-88% -$735K 0.15% 151
2022
Q1 		$844K Buy
+16,307
New +$846K 0.53% 30
2021
Q2 		$631K Buy
+16,111
New +$627K 0.28% 77
2018
Q1 		$818K Buy
+24,307
New +$836K 0.68% 38

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

Castleview Partners's PFE Position: Q2 2026 in Review

Castleview Partners increased its Pfizer (PFE) stake by 32% in Q2 2026, buying an estimated $134K and bringing the position to 21,400 shares worth $515K. The position accounts for 0.23% of the portfolio, ranked #109.

Castleview Partners first reported a position in PFE in Q1 2018 and has held it in 20 quarters since. The position peaked at $844K in Q1 2022. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Castleview Partners held 21,400 shares of Pfizer worth $515K as of Q2 2026.
  • Castleview Partners bought 5,138 Pfizer shares in Q2 2026, an estimated $134K.
  • Pfizer made up 0.23% of Castleview Partners's portfolio in Q2 2026, its #109 holding.
  • Castleview Partners first reported a position in Pfizer in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's Pfizer position peaked at $844K in Q1 2022.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.