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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Consultiva Wealth Management's PFE Position: Q1 2026 in Review

Consultiva Wealth Management held its Pfizer (PFE) position steady in Q1 2026 at 201 shares worth $5.64K. The position accounts for 0.02% of the portfolio, ranked #225.

Consultiva Wealth Management first reported a position in PFE in Q4 2024 and has held it in 6 quarters since. 2,936 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Consultiva Wealth Management held 201 shares of Pfizer worth $5.64K as of Q1 2026.
  • Consultiva Wealth Management left its Pfizer share count unchanged in Q1 2026.
  • Pfizer made up 0.02% of Consultiva Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Consultiva Wealth Management first reported a position in Pfizer in Q4 2024 and has held it in 6 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.