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Curated Wealth Partners’s Pfizer PFE Stock Holding History

Curated 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 		$240K Sell
9,973
-755
-7% -$19.8K 0.03% 207
2026
Q1 		$301K Buy
+10,728
New +$286K 0.04% 156
2025
Q4 		– Sell
-8,289
Closed -$211K – 219
2025
Q3 		$211K Sell
8,289
-33,533
-80% -$828K 0.03% 148
2025
Q2 		$1.01M Sell
41,822
-2,651
-6% -$61.8K 0.12% 56
2025
Q1 		$1.13M Sell
44,473
-864
-2% -$22.6K 0.15% 45
2024
Q4 		$1.2M Buy
45,337
+9,236
+26% +$251K 0.14% 42
2024
Q3 		$1.04M Buy
36,101
+648
+2% +$18.9K 0.13% 45
2024
Q2 		$992K Buy
+35,453
New +$976K 0.14% 44
2024
Q1 		– Sell
-28,426
Closed -$789K – 234
2023
Q4 		$818K Buy
28,426
+18,929
+199% +$572K 0.13% 56
2023
Q3 		$315K Sell
9,497
-1,259
-12% -$44.5K 0.06% 102
2023
Q2 		$395K Sell
10,756
-10,803
-50% -$420K 0.08% 81
2023
Q1 		$880K Sell
21,559
-345
-2% -$14.9K 0.2% 38
2022
Q4 		$1.12M Sell
21,904
-2,138
-9% -$103K 0.27% 32
2022
Q3 		$1.05M Buy
24,042
+103
+0.4% +$5K 0.31% 27
2022
Q2 		$1.25M Buy
23,939
+4,036
+20% +$206K 0.37% 23
2022
Q1 		$1.18M Hold
19,903
– – 0.4% 30
2021
Q4 		$1.18M Buy
19,903
+15
+0.1% +$743 0.38% 31
2021
Q3 		$855K Sell
19,888
-342
-2% -$15.2K 0.48% 36
2021
Q2 		$792K Buy
20,230
+2,533
+14% +$98.5K 0.43% 38
2021
Q1 		$641K Buy
17,697
+3,148
+22% +$112K 0.39% 46
2020
Q4 		$535K Buy
+14,549
New +$534K 0.35% 54

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

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

Curated Wealth Partners reduced its Pfizer (PFE) stake by 7% in Q2 2026, selling an estimated $19.8K and leaving 9,973 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #207.

Curated Wealth Partners first reported a position in PFE in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.25M in Q2 2022. 2,829 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Curated Wealth Partners held 9,973 shares of Pfizer worth $240K as of Q2 2026.
  • Curated Wealth Partners sold 755 Pfizer shares in Q2 2026, an estimated $19.8K.
  • Pfizer made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #207 holding.
  • Curated Wealth Partners first reported a position in Pfizer in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Pfizer position peaked at $1.25M in Q2 2022.
  • 2,829 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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