Curran Financial Partners’s Pfizer PFE Stock Holding History

Curran Financial 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	$221K	Buy	9,166 +136	+2%	+$3.56K	0.03%	130
2026 Q1	$254K	Sell	9,030 -86	-0.9%	-$2.29K	0.05%	109
2025 Q4	$227K	Buy	+9,116	New	+$230K	0.04%	114
2023 Q1	–	Sell	-4,207	Closed	-$216K	–	68
2022 Q4	$216K	Buy	+4,207	New	+$202K	0.1%	64
2022 Q3	–	Sell	-4,111	Closed	-$216K	–	62
2022 Q2	$216K	Buy	4,111 +234	+6%	+$11.9K	0.1%	57
2022 Q1	$201K	Sell	3,877 -131	-3%	-$6.8K	0.08%	75
2021 Q4	$237K	Buy	+4,008	New	+$199K	0.1%	65

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 $3.37T AUM 44.26% 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

Curran Financial Partners's PFE Position: Q2 2026 in Review

Curran Financial Partners increased its Pfizer (PFE) stake by 1.5% in Q2 2026, buying an estimated $3.56K and bringing the position to 9,166 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #130.

Curran Financial Partners first reported a position in PFE in Q4 2021 and has held it in 7 quarters since. The position peaked at $254K in Q1 2026. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

Curran Financial Partners held 9,166 shares of Pfizer worth $221K as of Q2 2026.
Curran Financial Partners bought 136 Pfizer shares in Q2 2026, an estimated $3.56K.
Pfizer made up 0.03% of Curran Financial Partners's portfolio in Q2 2026, its #130 holding.
Curran Financial Partners first reported a position in Pfizer in Q4 2021 and has held it in 7 quarters since.
Curran Financial Partners's Pfizer position peaked at $254K in Q1 2026.
2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.