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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
2024
Q2 		– Sell
-29,848
Closed -$828K – 227
2024
Q1 		$828K Buy
+29,848
New +$828K 0.12% 58

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.