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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
Q2 		– Sell
-12,000
Closed -$337K – 313
2026
Q1 		$337K Buy
12,000
+5,200
+76% +$138K 0.08% 215
2025
Q4 		$169K Buy
+6,800
New +$171K 0.04% 299

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

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.