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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 		$152M Buy
1,407,435
+1,396,707
+13,019% +$36.5M 19.71% 1
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

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Curated Wealth Partners increased its Pfizer (PFE) stake by 13,019% in Q2 2026, buying an estimated $36.5M and bringing the position to 1,407,435 shares worth $152M. The position accounts for 19.71% of the portfolio, ranked #1.

Curated Wealth Partners first reported a position in PFE in Q4 2020 and has held it in 21 quarters since. 991 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Curated Wealth Partners held 1,407,435 shares of Pfizer worth $152M as of Q2 2026.
  • Curated Wealth Partners bought 1,396,707 Pfizer shares in Q2 2026, an estimated $36.5M.
  • Pfizer made up 19.71% of Curated Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Curated Wealth Partners first reported a position in Pfizer in Q4 2020 and has held it in 21 quarters since.
  • 991 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.