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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cypress Point Wealth Management's PFE Position: Q3 2025 in Review

Cypress Point Wealth Management sold out of Pfizer (PFE) in Q3 2025, closing a stake of 11,714 shares — an estimated $284K sold.

Cypress Point Wealth Management first reported a position in PFE in Q4 2020 and held it in 5 quarters. The position peaked at $935K in Q4 2020. 2,817 funds tracked by Wall St. Rank hold PFE as of Q3 2025.

  • Cypress Point Wealth Management reported no remaining Pfizer position as of Q3 2025 after selling out during the quarter.
  • Cypress Point Wealth Management sold 11,714 Pfizer shares in Q3 2025, an estimated $284K.
  • Cypress Point Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 5 quarters.
  • Cypress Point Wealth Management's Pfizer position peaked at $935K in Q4 2020.
  • 2,817 funds tracked by Wall St. Rank held Pfizer as of Q3 2025.

Based on Cypress Point Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.