Curio Wealth’s Pfizer PFE Stock Holding History

Curio Wealth’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	–	Sell	-34	Closed	-$959	–	841
2026 Q1	$959	Sell	34 -1,603	-98%	-$42.7K	﹤0.01%	388
2025 Q4	$41K	Buy	1,637 +556	+51%	+$14K	0.01%	152
2025 Q3	$27.5K	Sell	1,081 -20	-2%	-$494	0.01%	143
2025 Q2	$26.7K	Buy	1,101 +1,098	+36,600%	+$25.6K	0.01%	155
2025 Q1	$32.1K	Sell	3 -1,186	-100%	-$31K	0.02%	149
2024 Q4	$31.5K	Buy	+1,189	New	+$32.3K	0.02%	145

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curio Wealth's PFE Position: Q2 2026 in Review

Curio Wealth sold out of Pfizer (PFE) in Q2 2026, closing a stake of 34 shares — an estimated $959 sold.

Curio Wealth first reported a position in PFE in Q4 2024 and held it in 6 quarters. The position peaked at $41K in Q4 2025. 2,841 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Curio Wealth reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 34 Pfizer shares in Q2 2026, an estimated $959.
Curio Wealth first reported a position in Pfizer in Q4 2024 and held it in 6 quarters.
Curio Wealth's Pfizer position peaked at $41K in Q4 2025.
2,841 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.