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Conscious Wealth Investments’s Pfizer PFE Stock Holding History

Conscious Wealth Investments’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
-146,657
Closed -$3.99M – 68
2026
Q1 		$3.99M Buy
146,657
+3,279
+2% +$87.3K 2.22% 24
2025
Q4 		$3.8M Buy
143,378
+2,264
+2% +$57.1K 2.28% 23
2025
Q3 		$3.48M Buy
141,114
+157
+0.1% +$3.88K 2.06% 23
2025
Q2 		$3.43M Buy
140,957
+706
+0.5% +$16.5K 2.19% 24
2025
Q1 		$3.13M Buy
140,251
+35,807
+34% +$937K 2.17% 28
2024
Q4 		$2.75M Buy
104,444
+2,574
+3% +$69.8K 1.86% 29
2024
Q3 		$2.94M Buy
101,870
+437
+0.4% +$12.7K 2.02% 27
2024
Q2 		$2.99M Sell
101,433
-1,456
-1% -$40.1K 2.15% 19
2024
Q1 		$2.64M Buy
102,889
+67,975
+195% +$1.89M 2.01% 27
2023
Q4 		$960K Buy
+34,914
New +$1.06M 0.77% 39

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

Conscious Wealth Investments's PFE Position: Q2 2026 in Review

Conscious Wealth Investments sold out of Pfizer (PFE) in Q2 2026, closing a stake of 146,657 shares — an estimated $3.99M sold.

Conscious Wealth Investments first reported a position in PFE in Q4 2023 and held it in 10 quarters. The position peaked at $3.99M in Q1 2026. 2,831 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Conscious Wealth Investments reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
  • Conscious Wealth Investments sold 146,657 Pfizer shares in Q2 2026, an estimated $3.99M.
  • Conscious Wealth Investments first reported a position in Pfizer in Q4 2023 and held it in 10 quarters.
  • Conscious Wealth Investments's Pfizer position peaked at $3.99M in Q1 2026.
  • 2,831 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.