Cypress Point Wealth Management’s Pfizer PFE Stock Holding History

Cypress Point Wealth Management’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
2025 Q3	–	Sell	-11,714	Closed	-$284K	–	86
2025 Q2	$284K	Buy	+11,714	New	+$273K	0.07%	73
2021 Q4	–	Sell	-200	Closed	-$9K	–	119
2021 Q3	$9K	Hold	200	–	–	0.01%	118
2021 Q2	$8K	Hold	200	–	–	0.01%	153
2021 Q1	$7K	Sell	200 -25,200	-99%	-$895K	0.01%	88
2020 Q4	$935K	Buy	+25,400	New	+$932K	1.42%	17

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services

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

State Farm Mutual Automobile Insurance

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return