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Connecticut Wealth Management’s Pfizer PFE Stock Holding History

Connecticut 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
-7,527
Closed -$211K – 345
2026
Q1 		$211K Buy
+7,527
New +$200K 0.01% 320
2025
Q1 		– Sell
-7,801
Closed -$207K – 316
2024
Q4 		$207K Sell
7,801
-3,298
-30% -$89.5K 0.01% 261
2024
Q3 		$321K Sell
11,099
-370
-3% -$10.8K 0.02% 257
2024
Q2 		$321K Sell
11,469
-6,810
-37% -$187K 0.02% 255
2024
Q1 		$507K Buy
18,279
+1,936
+12% +$53.7K 0.03% 214
2023
Q4 		$471K Sell
16,343
-199
-1% -$6.02K 0.03% 218
2023
Q3 		$549K Buy
16,542
+2,632
+19% +$93.1K 0.04% 166
2023
Q2 		$510K Buy
13,910
+5,080
+58% +$198K 0.04% 153
2023
Q1 		$360K Buy
8,830
+921
+12% +$39.8K 0.03% 169
2022
Q4 		$405K Buy
7,909
+139
+2% +$6.66K 0.03% 126
2022
Q3 		$340K Sell
7,770
-3,239
-29% -$157K 0.03% 134
2022
Q2 		$577K Buy
11,009
+2,427
+28% +$124K 0.05% 112
2022
Q1 		$444K Buy
8,582
+11
+0.1% +$571 0.03% 126
2021
Q4 		$506K Buy
8,571
+15
+0.2% +$743 0.04% 121
2021
Q3 		$368K Buy
8,556
+1,335
+18% +$59.1K 0.03% 135
2021
Q2 		$283K Sell
7,221
-6,079
-46% -$236K 0.02% 155
2021
Q1 		$482K Buy
13,300
+165
+1% +$5.86K 0.04% 100
2020
Q4 		$483K Sell
13,135
-965
-7% -$35.4K 0.05% 111
2020
Q3 		$491K Buy
14,100
+5,792
+70% +$203K 0.05% 121
2020
Q2 		$258K Buy
+8,308
New +$282K 0.03% 125
2020
Q1 		– Sell
-5,981
Closed -$222K – 153
2019
Q4 		$222K Sell
5,981
-792
-12% -$28.2K 0.02% 152
2019
Q3 		$231K Buy
6,773
+658
+11% +$23.9K 0.03% 144
2019
Q2 		$251K Buy
+6,115
New +$243K 0.03% 135

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

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

Connecticut Wealth Management sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,527 shares — an estimated $211K sold.

Connecticut Wealth Management first reported a position in PFE in Q2 2019 and held it in 23 quarters. The position peaked at $577K in Q2 2022. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Connecticut Wealth Management reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 7,527 Pfizer shares in Q2 2026, an estimated $211K.
  • Connecticut Wealth Management first reported a position in Pfizer in Q2 2019 and held it in 23 quarters.
  • Connecticut Wealth Management's Pfizer position peaked at $577K in Q2 2022.
  • 2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.