CWP
PFE icon

Core Wealth Partners’s Pfizer PFE Stock Holding History

Core Wealth 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 		$279K Buy
11,587
+86
+0.7% +$2.25K 0.12% 143
2026
Q1 		$323K Sell
11,501
-896
-7% -$23.9K 0.15% 123
2025
Q4 		$309K Buy
12,397
+879
+8% +$22.2K 0.14% 124
2025
Q3 		$293K Sell
11,518
-3,996
-26% -$98.6K 0.13% 128
2025
Q2 		$376K Sell
15,514
-995
-6% -$23.2K 0.19% 105
2025
Q1 		$418K Sell
16,509
-1,996
-11% -$52.2K 0.24% 96
2024
Q4 		$491K Buy
18,505
+1,115
+6% +$30.2K 0.28% 80
2024
Q3 		$503K Sell
17,390
-1,459
-8% -$42.6K 0.31% 73
2024
Q2 		$527K Buy
18,849
+3,102
+20% +$85.4K 0.36% 64
2024
Q1 		$437K Buy
15,747
+413
+3% +$11.5K 0.33% 65
2023
Q4 		$441K Sell
15,334
-2,594
-14% -$78.4K 0.36% 58
2023
Q3 		$595K Sell
17,928
-306
-2% -$10.8K 0.54% 43
2023
Q2 		$669K Buy
18,234
+1,615
+10% +$62.9K 0.62% 40
2023
Q1 		$678K Buy
16,619
+4,765
+40% +$206K 0.68% 40
2022
Q4 		$854K Buy
+11,854
New +$568K 0.96% 30

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Core Wealth Partners's PFE Position: Q2 2026 in Review

Core Wealth Partners increased its Pfizer (PFE) stake by 0.75% in Q2 2026, buying an estimated $2.25K and bringing the position to 11,587 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #143.

Core Wealth Partners first reported a position in PFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $854K in Q4 2022. 900 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Core Wealth Partners held 11,587 shares of Pfizer worth $279K as of Q2 2026.
  • Core Wealth Partners bought 86 Pfizer shares in Q2 2026, an estimated $2.25K.
  • Pfizer made up 0.12% of Core Wealth Partners's portfolio in Q2 2026, its #143 holding.
  • Core Wealth Partners first reported a position in Pfizer in Q4 2022 and has held it in 15 quarters since.
  • Core Wealth Partners's Pfizer position peaked at $854K in Q4 2022.
  • 900 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.