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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
Q3 		$250K Sell
8,761
-1,119
-11% -$29.8K 0.06% 243
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Centurion Wealth Management's PFE Position: Q3 2026 in Review

Centurion Wealth Management reduced its Pfizer (PFE) stake by 11% in Q3 2026, selling an estimated $29.8K and leaving 8,761 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #243.

Centurion Wealth Management first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $695K in Q4 2022. 642 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Centurion Wealth Management held 8,761 shares of Pfizer worth $250K as of Q3 2026.
  • Centurion Wealth Management sold 1,119 Pfizer shares in Q3 2026, an estimated $29.8K.
  • Pfizer made up 0.06% of Centurion Wealth Management's portfolio in Q3 2026, its #243 holding.
  • Centurion Wealth Management first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's Pfizer position peaked at $695K in Q4 2022.
  • 642 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.