CFO
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CVA Family Office’s Pfizer PFE Stock Holding History

CVA Family Office’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 		$352K Sell
14,609
-1,024
-7% -$26.8K 0.03% 241
2026
Q1 		$439K Buy
15,633
+3,158
+25% +$84.1K 0.05% 195
2025
Q4 		$311K Sell
12,475
-440
-3% -$11.1K 0.04% 236
2025
Q3 		$329K Buy
12,915
+413
+3% +$10.2K 0.04% 223
2025
Q2 		$303K Buy
12,502
+7,327
+142% +$171K 0.04% 227
2025
Q1 		$131K Sell
5,175
-5,693
-52% -$149K 0.02% 347
2024
Q4 		$288K Sell
10,868
-1,147
-10% -$31.1K 0.05% 218
2024
Q3 		$348K Buy
12,015
+17
+0.1% +$496 0.06% 186
2024
Q2 		$336K Buy
11,998
+6,542
+120% +$180K 0.06% 176
2024
Q1 		$151K Sell
5,456
-5,389
-50% -$150K 0.03% 291
2023
Q4 		$312K Sell
10,845
-3,669
-25% -$111K 0.06% 183
2023
Q3 		$481K Sell
14,514
-2,692
-16% -$95.2K 0.11% 129
2023
Q2 		$631K Buy
17,206
+2,565
+18% +$99.8K 0.13% 110
2023
Q1 		$597K Sell
14,641
-3,398
-19% -$147K 0.13% 110
2022
Q4 		$924K Buy
18,039
+1,291
+8% +$61.9K 0.22% 73
2022
Q3 		$733K Buy
16,748
+657
+4% +$31.9K 0.2% 84
2022
Q2 		$844K Buy
16,091
+1,353
+9% +$68.9K 0.23% 73
2022
Q1 		$763K Sell
14,738
-452
-3% -$23.5K 0.18% 81
2021
Q4 		$897K Buy
15,190
+6,081
+67% +$301K 0.22% 70
2021
Q3 		$334K Sell
9,109
-5,338
-37% -$236K 0.24% 67
2021
Q2 		$566K Buy
14,447
+1,088
+8% +$42.3K 0.16% 87
2021
Q1 		$484K Buy
13,359
+3,599
+37% +$128K 0.18% 78
2020
Q4 		$359K Buy
9,760
+159
+2% +$5.83K 0.22% 70
2020
Q3 		$334K Buy
9,601
+1,241
+15% +$43.5K 0.24% 67
2020
Q2 		$259K Buy
8,360
+1,438
+21% +$48.9K 0.21% 73
2020
Q1 		$214K Buy
6,922
+534
+8% +$18.2K 0.22% 71
2019
Q4 		$237K Buy
+6,388
New +$228K 0.22% 70

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

CVA Family Office's PFE Position: Q2 2026 in Review

CVA Family Office reduced its Pfizer (PFE) stake by 6.6% in Q2 2026, selling an estimated $26.8K and leaving 14,609 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #241.

CVA Family Office first reported a position in PFE in Q4 2019 and has held it in 27 quarters since. The position peaked at $924K in Q4 2022. 2,822 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • CVA Family Office held 14,609 shares of Pfizer worth $352K as of Q2 2026.
  • CVA Family Office sold 1,024 Pfizer shares in Q2 2026, an estimated $26.8K.
  • Pfizer made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #241 holding.
  • CVA Family Office first reported a position in Pfizer in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Pfizer position peaked at $924K in Q4 2022.
  • 2,822 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.