Back to PFE
Curated Wealth Partners LLC → PFE
Curated Wealth Partners LLC PFE Position History
Pfizer Inc. • Healthcare
Quarters held
14
Latest value
$64K
Q3 2026
Peak value
$152.3M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $51K |
| Q1 2026 | $135K |
| Q1 2026 | $84K |
| Q1 2026 | $31K |
| Q2 2026 | $3K |
| Q2 2026 | $28K |
| Q2 2026 | $164K |
| Q2 2026 | $152.3M |
| Q2 2026 | $172K |
| Q2 2026 | $11K |
| Q2 2026 | $58K |
| Q3 2026 | $170K |
| Q3 2026 | $935K |
| Q3 2026 | $64K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $64K | 2.2K | — | — |
| Q3 2026 | $935K | 32.8K | — | — |
| Q3 2026 | $170K | 6.0K | — | — |
| Q2 2026 | $58K | 2.4K | — | — |
| Q2 2026 | $11K | 451 | — | — |
| Q2 2026 | $172K | 7.1K | — | — |
| Q2 2026 | $152.3M | 1.38M | — | — |
| Q2 2026 | $164K | 3.0K | — | — |
| Q2 2026 | $28K | 25.0K | — | — |
| Q2 2026 | $3K | 426 | — | — |
| Q1 2026 | $31K | 1.1K | — | — |
| Q1 2026 | $84K | 3.0K | — | — |
| Q1 2026 | $135K | 4.8K | — | — |
| Q1 2026 | $51K | 1.8K | — | — |
Other funds holding PFE
$12.6B
$12.2B
$12.2B
$8.5B
$8.4B
$8.3B