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Clearstead Advisors’s Vaxcyte PCVX Stock Holding History

Clearstead Advisors’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 		– Sell
-3,635
Closed -$168K – 2688
2025
Q4 		$168K Buy
3,635
+2,509
+223% +$112K ﹤0.01% 968
2025
Q3 		$40.6K Buy
1,126
+100
+10% +$3.31K ﹤0.01% 1344
2025
Q2 		$33.4K Buy
1,026
+708
+223% +$23.2K ﹤0.01% 1424
2025
Q1 		$12K Buy
318
+158
+99% +$12.6K ﹤0.01% 1564
2024
Q4 		$13.1K Sell
160
-745
-82% -$74K ﹤0.01% 1508
2024
Q3 		$103K Buy
905
+16
+2% +$1.44K ﹤0.01% 1023
2024
Q2 		$67.1K Buy
889
+114
+15% +$7.76K ﹤0.01% 1092
2024
Q1 		$50.9K Buy
775
+235
+44% +$16.3K ﹤0.01% 754
2023
Q4 		$33.9K Sell
540
-280
-34% -$14.5K ﹤0.01% 836
2023
Q3 		$41.8K Buy
+820
New +$40.5K ﹤0.01% 911

Other funds holding PCVX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return