Carson Wealth (CWM LLC)
PCVX icon

Carson Wealth (CWM LLC)’s Vaxcyte PCVX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PCVX Stock Details PCVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216K Buy
3,725
+885
+31% +$48K ﹤0.01% 2673
2025
Q4 		$131K Buy
2,840
+234
+9% +$10.5K ﹤0.01% 2873
2025
Q3 		$94K Buy
2,606
+926
+55% +$30.7K ﹤0.01% 3035
2025
Q2 		$55K Buy
1,680
+1,115
+197% +$36.6K ﹤0.01% 3210
2025
Q1 		$21K Sell
565
-18
-3% -$1.44K ﹤0.01% 3642
2024
Q4 		$48K Buy
583
+194
+50% +$19.3K ﹤0.01% 2837
2024
Q3 		$44K Buy
389
+296
+318% +$26.7K ﹤0.01% 2788
2024
Q2 		$7K Buy
93
+57
+158% +$3.88K ﹤0.01% 3726
2024
Q1 		$2K Buy
36
+17
+89% +$1.18K ﹤0.01% 4019
2023
Q4 		$1K Sell
19
-20
-51% -$1.04K ﹤0.01% 4005
2023
Q3 		$2K Sell
39
-14
-26% -$691 ﹤0.01% 3846
2023
Q2 		$3K Buy
53
+44
+489% +$2.09K ﹤0.01% 3678
2023
Q1 		$0 Sell
9
-11
-55% -$467 ﹤0.01% 4273
2022
Q4 		$1K Buy
+20
New +$785 ﹤0.01% 3805
2022
Q1 		– Sell
-22
Closed -$1K – 3783
2021
Q4 		$1K Buy
+22
New +$512 ﹤0.01% 3357

Other funds holding PCVX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PCVX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vaxcyte (PCVX) stake by 31% in Q1 2026, buying an estimated $48K and bringing the position to 3,725 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Carson Wealth (CWM LLC) first reported a position in PCVX in Q4 2021 and has held it in 15 quarters since. 336 funds tracked by Wall St. Rank hold PCVX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,725 shares of Vaxcyte worth $216K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 885 Vaxcyte shares in Q1 2026, an estimated $48K.
  • Vaxcyte made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2673 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vaxcyte in Q4 2021 and has held it in 15 quarters since.
  • 336 funds tracked by Wall St. Rank held Vaxcyte as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.