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Cura Wealth Advisors’s Pfizer PFE Stock Holding History

Cura Wealth Advisors’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 		$509K Buy
21,140
+1,167
+6% +$30.5K 0.22% 63
2026
Q1 		$561K Buy
19,973
+53
+0.3% +$1.41K 0.25% 56
2025
Q4 		$496K Buy
19,920
+127
+0.6% +$3.2K 0.19% 65
2025
Q3 		$504K Buy
19,793
+4,031
+26% +$99.5K 0.19% 58
2025
Q2 		$382K Sell
15,762
-2,975
-16% -$69.4K 0.15% 64
2025
Q1 		$475K Buy
18,737
+4,023
+27% +$105K 0.19% 52
2024
Q4 		$390K Buy
+14,714
New +$399K 0.17% 61

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

Cura Wealth Advisors's PFE Position: Q2 2026 in Review

Cura Wealth Advisors increased its Pfizer (PFE) stake by 5.8% in Q2 2026, buying an estimated $30.5K and bringing the position to 21,140 shares worth $509K. The position accounts for 0.22% of the portfolio, ranked #63.

Cura Wealth Advisors first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $561K in Q1 2026. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cura Wealth Advisors held 21,140 shares of Pfizer worth $509K as of Q2 2026.
  • Cura Wealth Advisors bought 1,167 Pfizer shares in Q2 2026, an estimated $30.5K.
  • Pfizer made up 0.22% of Cura Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Cura Wealth Advisors first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Cura Wealth Advisors's Pfizer position peaked at $561K in Q1 2026.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.