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Cypress Wealth Services’s Pfizer PFE Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-35,308
Closed -$1.23M – 444
2020
Q3 		$1.23M Buy
+35,308
New +$1.24M 0.31% 66

Other funds holding PFE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cypress Wealth Services's PFE Position: Q2 2026 in Review

Cypress Wealth Services reduced its Pfizer (PFE) stake by 8.3% in Q2 2026, selling an estimated $45.3K and leaving 19,074 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #255.

Cypress Wealth Services first reported a position in PFE in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.28M in Q4 2020. 799 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Cypress Wealth Services held 19,074 shares of Pfizer worth $459K as of Q2 2026.
  • Cypress Wealth Services sold 1,732 Pfizer shares in Q2 2026, an estimated $45.3K.
  • Pfizer made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #255 holding.
  • Cypress Wealth Services first reported a position in Pfizer in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Pfizer position peaked at $1.28M in Q4 2020.
  • 799 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.