Corient Private Wealth
PFE icon

Corient Private Wealth’s Pfizer PFE Stock Holding History

Corient Private Wealth’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 		$71.5M Sell
2,558,429
-5,450,405
-68% -$145M 0.1% 181
2025
Q4 		$139M Buy
8,008,834
+5,094,399
+175% +$128M 0.09% 202
2025
Q3 		$74.3M Buy
2,914,435
+859,861
+42% +$21.2M 0.12% 177
2025
Q2 		$49.8M Sell
2,054,574
-179,789
-8% -$4.19M 0.07% 231
2025
Q1 		$56.6M Sell
2,234,363
-403,344
-15% -$10.6M 0.09% 206
2024
Q4 		$69.3M Sell
2,637,707
-484,914
-16% -$13.2M 0.12% 179
2024
Q3 		$90.4M Sell
3,122,621
-320,187
-9% -$9.34M 0.14% 152
2024
Q2 		$96.3M Sell
3,442,808
-19,504
-0.6% -$537K 0.17% 136
2024
Q1 		$96.1M Buy
3,462,312
+19,478
+0.6% +$540K 0.17% 137
2023
Q4 		$99.1M Buy
3,442,834
+279,095
+9% +$8.44M 0.18% 127
2023
Q3 		$105M Buy
3,163,739
+25,534
+0.8% +$903K 0.24% 100
2023
Q2 		$115M Buy
3,138,205
+452,030
+17% +$17.6M 0.27% 94
2023
Q1 		$110M Buy
2,686,175
+377,547
+16% +$16.3M 0.29% 83
2022
Q4 		$118M Buy
+2,308,628
New +$111M 0.43% 61

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

Corient Private Wealth's PFE Position: Q1 2026 in Review

Corient Private Wealth reduced its Pfizer (PFE) stake by 68% in Q1 2026, selling an estimated $145M and leaving 2,558,429 shares worth $71.5M. The position accounts for 0.1% of the portfolio, ranked #181.

Corient Private Wealth first reported a position in PFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $139M in Q4 2025. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Corient Private Wealth held 2,558,429 shares of Pfizer worth $71.5M as of Q1 2026.
  • Corient Private Wealth sold 5,450,405 Pfizer shares in Q1 2026, an estimated $145M.
  • Pfizer made up 0.1% of Corient Private Wealth's portfolio in Q1 2026, its #181 holding.
  • Corient Private Wealth first reported a position in Pfizer in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Pfizer position peaked at $139M in Q4 2025.
  • 2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.