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Centennial Wealth Advisory’s Pfizer PFE Stock Holding History

Centennial Wealth Advisory’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 		$1.15M Buy
47,757
+2,320
+5% +$60.7K 0.25% 57
2026
Q1 		$1.28M Buy
45,437
+6,212
+16% +$165K 0.31% 45
2025
Q4 		$977K Buy
39,225
+1,161
+3% +$29.3K 0.26% 51
2025
Q3 		$970K Buy
38,064
+2,219
+6% +$54.8K 0.27% 52
2025
Q2 		$869K Buy
35,845
+13,815
+63% +$322K 0.28% 50
2025
Q1 		$558K Sell
22,030
-2,588
-11% -$67.7K 0.2% 64
2024
Q4 		$653K Buy
24,618
+2,490
+11% +$67.5K 0.26% 49
2024
Q3 		$640K Buy
22,128
+4,149
+23% +$121K 0.25% 44
2024
Q2 		$503K Buy
17,979
+8,239
+85% +$227K 0.22% 60
2024
Q1 		$270K Sell
9,740
-1,896
-16% -$52.6K 0.13% 107
2023
Q4 		$335K Sell
11,636
-64
-0.5% -$1.94K 0.17% 90
2023
Q3 		$388K Sell
11,700
-1,600
-12% -$56.6K 0.21% 74
2023
Q2 		$488K Buy
+13,300
New +$518K 0.25% 57
2022
Q3 		– Sell
-6,055
Closed -$317K – 128
2022
Q2 		$317K Buy
+6,055
New +$309K 0.18% 76

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Centennial Wealth Advisory's PFE Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Pfizer (PFE) stake by 5.1% in Q2 2026, buying an estimated $60.7K and bringing the position to 47,757 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #57.

Centennial Wealth Advisory first reported a position in PFE in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q1 2026. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Centennial Wealth Advisory held 47,757 shares of Pfizer worth $1.15M as of Q2 2026.
  • Centennial Wealth Advisory bought 2,320 Pfizer shares in Q2 2026, an estimated $60.7K.
  • Pfizer made up 0.25% of Centennial Wealth Advisory's portfolio in Q2 2026, its #57 holding.
  • Centennial Wealth Advisory first reported a position in Pfizer in Q2 2022 and has held it in 14 quarters since.
  • Centennial Wealth Advisory's Pfizer position peaked at $1.28M in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.