Catalyst Financial Partners’s Pfizer PFE Stock Holding History

Catalyst Financial 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	$606K	Buy	25,150 +1,770	+8%	+$46.3K	0.06%	183
2026 Q1	$657K	Buy	23,380 +3,327	+17%	+$88.6K	0.08%	165
2025 Q4	$499K	Buy	20,053 +2,131	+12%	+$53.7K	0.06%	175
2025 Q3	$457K	Buy	17,922 +1,026	+6%	+$25.3K	0.06%	180
2025 Q2	$410K	Sell	16,896 -2,978	-15%	-$69.5K	0.04%	189
2025 Q1	$504K	Buy	19,874 +2,358	+13%	+$61.7K	0.09%	146
2024 Q4	$465K	Sell	17,516 -4,301	-20%	-$117K	0.09%	146
2024 Q3	$631K	Buy	21,817 +4,001	+22%	+$117K	0.12%	105
2024 Q2	$498K	Buy	17,816 +4,231	+31%	+$116K	0.11%	125
2024 Q1	$345K	Buy	13,585 +828	+6%	+$23K	0.09%	154
2023 Q4	$367K	Sell	12,757 -4,413	-26%	-$133K	0.1%	135
2023 Q3	$570K	Sell	17,170 -6,121	-26%	-$216K	0.18%	78
2023 Q2	$854K	Buy	23,291 +4,160	+22%	+$162K	0.3%	48
2023 Q1	$781K	Buy	19,131 +5,816	+44%	+$251K	0.33%	48
2022 Q4	$682K	Buy	+13,315	New	+$638K	0.35%	46

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Catalyst Financial Partners's PFE Position: Q2 2026 in Review

Catalyst Financial Partners increased its Pfizer (PFE) stake by 7.6% in Q2 2026, buying an estimated $46.3K and bringing the position to 25,150 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #183.

Catalyst Financial Partners first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $854K in Q2 2023. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Catalyst Financial Partners held 25,150 shares of Pfizer worth $606K as of Q2 2026.
Catalyst Financial Partners bought 1,770 Pfizer shares in Q2 2026, an estimated $46.3K.
Pfizer made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #183 holding.
Catalyst Financial Partners first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
Catalyst Financial Partners's Pfizer position peaked at $854K in Q2 2023.
2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.