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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

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.