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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Curran Financial Partners's PFE Position: Q1 2026 in Review

Curran Financial Partners reduced its Pfizer (PFE) stake by 0.94% in Q1 2026, selling an estimated $2.29K and leaving 9,030 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #109.

Curran Financial Partners first reported a position in PFE in Q4 2021 and has held it in 6 quarters since. 2,937 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Curran Financial Partners held 9,030 shares of Pfizer worth $254K as of Q1 2026.
Curran Financial Partners sold 86 Pfizer shares in Q1 2026, an estimated $2.29K.
Pfizer made up 0.05% of Curran Financial Partners's portfolio in Q1 2026, its #109 holding.
Curran Financial Partners first reported a position in Pfizer in Q4 2021 and has held it in 6 quarters since.
2,937 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.