Centurion Wealth Management’s Pfizer PFE Stock Holding History

Centurion Wealth Management’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	$238K	Sell	9,880 -2,466	-20%	-$64.5K	0.06%	255
2026 Q1	$347K	Sell	12,346 -236	-2%	-$6.28K	0.08%	208
2025 Q4	$313K	Buy	12,582 +324	+3%	+$8.17K	0.07%	230
2025 Q3	$312K	Buy	+12,258	New	+$303K	0.07%	221
2025 Q2	–	Sell	-8,204	Closed	-$218K	–	245
2025 Q1	$218K	Hold	8,204	–	–	0.07%	195
2024 Q4	$218K	Sell	8,204 -125	-2%	-$3.39K	0.07%	195
2024 Q3	$241K	Buy	+8,329	New	+$243K	0.08%	180
2024 Q1	$365K	Buy	13,160 +420	+3%	+$11.7K	0.14%	106
2023 Q4	$367K	Sell	12,740 -1,322	-9%	-$40K	0.16%	102
2023 Q3	$466K	Buy	14,062 +800	+6%	+$28.3K	0.23%	76
2023 Q2	$486K	Buy	13,262 +557	+4%	+$21.7K	0.23%	75
2023 Q1	$518K	Sell	12,705 -868	-6%	-$37.5K	0.26%	70
2022 Q4	$695K	Buy	+13,573	New	+$651K	0.39%	55

Other funds holding PFE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Centurion Wealth Management's PFE Position: Q2 2026 in Review

Centurion Wealth Management reduced its Pfizer (PFE) stake by 20% in Q2 2026, selling an estimated $64.5K and leaving 9,880 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #255.

Centurion Wealth Management first reported a position in PFE in Q4 2022 and has held it in 13 quarters since. The position peaked at $695K in Q4 2022. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Centurion Wealth Management held 9,880 shares of Pfizer worth $238K as of Q2 2026.
Centurion Wealth Management sold 2,466 Pfizer shares in Q2 2026, an estimated $64.5K.
Pfizer made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #255 holding.
Centurion Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 13 quarters since.
Centurion Wealth Management's Pfizer position peaked at $695K in Q4 2022.
491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.