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CreativeOne Wealth’s Pfizer PFE Stock Holding History

CreativeOne 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 		$6.21M Sell
221,327
-58,665
-21% -$1.56M 0.14% 129
2025
Q4 		$6.97M Buy
279,992
+29,010
+12% +$732K 0.17% 110
2025
Q3 		$6.4M Buy
250,982
+15,724
+7% +$388K 0.16% 120
2025
Q2 		$5.7M Buy
235,258
+56,745
+32% +$1.32M 0.15% 135
2025
Q1 		$4.52M Buy
178,513
+42,949
+32% +$1.12M 0.14% 151
2024
Q4 		$3.6M Buy
135,564
+17,891
+15% +$485K 0.11% 173
2024
Q3 		$3.41M Buy
117,673
+45,163
+62% +$1.32M 0.12% 167
2024
Q2 		$2.03M Sell
72,510
-1,683
-2% -$46.3K 0.1% 193
2024
Q1 		$2.06M Buy
74,193
+45,882
+162% +$1.27M 0.08% 226
2023
Q4 		$815K Sell
28,311
-32,478
-53% -$982K 0.05% 280
2023
Q3 		$2.02M Sell
60,789
-32,847
-35% -$1.16M 0.15% 140
2023
Q2 		$3.44M Buy
93,636
+31,061
+50% +$1.21M 0.16% 108
2023
Q1 		$2.55M Buy
62,575
+10,374
+20% +$448K 0.13% 136
2022
Q4 		$2.67M Buy
52,201
+4,453
+9% +$213K 0.15% 123
2022
Q3 		$2.09M Buy
47,748
+18,079
+61% +$879K 0.13% 142
2022
Q2 		$1.55M Sell
29,669
-1,860
-6% -$94.8K 0.08% 194
2022
Q1 		$1.63M Sell
31,529
-4,725
-13% -$245K 0.08% 197
2021
Q4 		$2.14M Sell
36,254
-5,415
-13% -$268K 0.11% 174
2021
Q3 		$1.79M Sell
41,669
-18,796
-31% -$833K 0.11% 165
2021
Q2 		$2.37M Buy
60,465
+25,290
+72% +$983K 0.15% 130
2021
Q1 		$1.27M Buy
35,175
+9,045
+35% +$321K 0.1% 175
2020
Q4 		$962K Buy
+26,130
New +$958K 0.08% 190
2019
Q3 		– Sell
-4,990
Closed -$205K – 189
2019
Q2 		$205K Buy
+4,990
New +$198K 0.04% 169

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

CreativeOne Wealth's PFE Position: Q1 2026 in Review

CreativeOne Wealth reduced its Pfizer (PFE) stake by 21% in Q1 2026, selling an estimated $1.56M and leaving 221,327 shares worth $6.21M. The position accounts for 0.14% of the portfolio, ranked #129.

CreativeOne Wealth first reported a position in PFE in Q2 2019 and has held it in 23 quarters since. The position peaked at $6.97M in Q4 2025. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • CreativeOne Wealth held 221,327 shares of Pfizer worth $6.21M as of Q1 2026.
  • CreativeOne Wealth sold 58,665 Pfizer shares in Q1 2026, an estimated $1.56M.
  • Pfizer made up 0.14% of CreativeOne Wealth's portfolio in Q1 2026, its #129 holding.
  • CreativeOne Wealth first reported a position in Pfizer in Q2 2019 and has held it in 23 quarters since.
  • CreativeOne Wealth's Pfizer position peaked at $6.97M in Q4 2025.
  • 2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

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