CWMP
PFE icon

Clarion Wealth Managment Partners’s Pfizer PFE Stock Holding History

Clarion Wealth Managment 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 		$259K Sell
10,738
-600
-5% -$15.7K 0.21% 75
2026
Q1 		$318K Sell
11,338
-215
-2% -$5.72K 0.29% 67
2025
Q4 		$288K Sell
11,553
-1,501
-11% -$37.9K 0.27% 68
2025
Q3 		$333K Sell
13,054
-733
-5% -$18.1K 0.33% 62
2025
Q2 		$334K Buy
+13,787
New +$322K 0.37% 59

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clarion Wealth Managment Partners's PFE Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its Pfizer (PFE) stake by 5.3% in Q2 2026, selling an estimated $15.7K and leaving 10,738 shares worth $259K. The position accounts for 0.21% of the portfolio, ranked #75.

Clarion Wealth Managment Partners first reported a position in PFE in Q2 2025 and has held it in 5 quarters since. The position peaked at $334K in Q2 2025. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Clarion Wealth Managment Partners held 10,738 shares of Pfizer worth $259K as of Q2 2026.
  • Clarion Wealth Managment Partners sold 600 Pfizer shares in Q2 2026, an estimated $15.7K.
  • Pfizer made up 0.21% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #75 holding.
  • Clarion Wealth Managment Partners first reported a position in Pfizer in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's Pfizer position peaked at $334K in Q2 2025.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.