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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
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 Sell
16,307
-902,933
-98% -$46.8M 0.53% 30
2021
Q4 		$15.6K Buy
+919,240
New +$45.5M 0.12% 70
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Castleview Partners's PFE Position: Q1 2026 in Review

Castleview Partners increased its Pfizer (PFE) stake by 21% in Q1 2026, buying an estimated $73.7K and bringing the position to 16,262 shares worth $457K. The position accounts for 0.23% of the portfolio, ranked #103.

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. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Castleview Partners held 16,262 shares of Pfizer worth $457K as of Q1 2026.
  • Castleview Partners bought 2,767 Pfizer shares in Q1 2026, an estimated $73.7K.
  • Pfizer made up 0.23% of Castleview Partners's portfolio in Q1 2026, its #103 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.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.