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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
Q3 		$723K Buy
25,362
+3,962
+19% +$105K 0.32% 75
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Castleview Partners's PFE Position: Q3 2026 in Review

Castleview Partners increased its Pfizer (PFE) stake by 19% in Q3 2026, buying an estimated $105K and bringing the position to 25,362 shares worth $723K. The position accounts for 0.32% of the portfolio, ranked #75.

Castleview Partners first reported a position in PFE in Q1 2018 and has held it in 21 quarters since. The position peaked at $844K in Q1 2022. 551 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Castleview Partners held 25,362 shares of Pfizer worth $723K as of Q3 2026.
  • Castleview Partners bought 3,962 Pfizer shares in Q3 2026, an estimated $105K.
  • Pfizer made up 0.32% of Castleview Partners's portfolio in Q3 2026, its #75 holding.
  • Castleview Partners first reported a position in Pfizer in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's Pfizer position peaked at $844K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.