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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

PFE holding history

Pfizer Inc in every 13F filed by Curated Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overviewAll 13F holders of PFEFull Q2 2026 holdings

Shares (Q2 2026)
9,973
Value
$240.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PFE by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,973$240.2K<0.1%−755−7.0%ReducedHolders
Q1 202610,728$301.2K<0.1%+10,728NewHolders
Q4 20250$00.0%−8,289−100.0%Sold outHolders
Q3 20258,289$211.2K<0.1%−33,533−80.2%ReducedHolders
Q2 202541,822$1.01M0.1%−2,651−6.0%ReducedHolders
Q1 202544,473$1.13M0.1%−864−1.9%ReducedHolders
Q4 202445,337$1.20M0.1%+9,236+25.6%AddedHolders
Q3 202436,101$1.04M0.1%+648+1.8%AddedHolders
Q2 202435,453$992.0K0.1%+35,453NewHolders
Q1 20240$00.0%−28,426−100.0%Sold outHolders
Q4 202328,426$818.4K0.1%+18,929+199.3%AddedHolders
Q3 20239,497$315.0K0.1%−1,259−11.7%ReducedHolders
Q2 202310,756$394.5K0.1%−10,803−50.1%ReducedHolders
Q1 202321,559$879.6K0.2%−345−1.6%ReducedHolders
Q4 202221,904$1.12M0.3%−2,138−8.9%ReducedHolders
Q3 202224,042$1.05M0.3%+103+0.4%AddedHolders
Q2 202223,939$1.25M0.4%+4,036+20.3%AddedHolders
Q1 202219,903$1.18M0.4%00.0%UnchangedHolders
Q4 202119,903$1.18M0.4%+15+0.1%AddedHolders
Q3 202119,888$855.0K0.5%−342−1.7%ReducedHolders
Q2 202120,230$792.0K0.4%+2,533+14.3%AddedHolders
Q1 202117,697$641.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.