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Consultiva Wealth Management’s Pfizer PFE Stock Holding History

Consultiva 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 		$4.84K Hold
201
– – 0.01% 250
2026
Q1 		$5.64K Hold
201
– – 0.02% 225
2025
Q4 		$5K Hold
201
– – 0.01% 226
2025
Q3 		$5.12K Hold
201
– – 0.01% 231
2025
Q2 		$4.87K Hold
201
– – 0.02% 239
2025
Q1 		$5.09K Buy
201
+100
+99% +$2.62K 0.02% 239
2024
Q4 		$2.68K Buy
+101
New +$2.74K 0.01% 151

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

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

Consultiva Wealth Management held its Pfizer (PFE) position steady in Q2 2026 at 201 shares worth $4.84K. The position accounts for 0.01% of the portfolio, ranked #250.

Consultiva Wealth Management first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.64K in Q1 2026. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Consultiva Wealth Management held 201 shares of Pfizer worth $4.84K as of Q2 2026.
  • Consultiva Wealth Management left its Pfizer share count unchanged in Q2 2026.
  • Pfizer made up 0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Consultiva Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Pfizer position peaked at $5.64K in Q1 2026.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.