Cornerstone Planning Group
PCVX icon

Cornerstone Planning Group’s Vaxcyte PCVX Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-1
Closed -$56 – 1242
2026
Q2 		$56 Hold
1
– – ﹤0.01% 1853
2026
Q1 		$56 Hold
1
– – ﹤0.01% 1806
2025
Q4 		$51 Sell
1
-146
-99% -$6.53K ﹤0.01% 1688
2025
Q3 		$41.9K Buy
147
+146
+14,600% +$4.84K 0.01% 386
2025
Q2 		$34 Hold
1
– – ﹤0.01% 1507
2025
Q1 		$33 Hold
1
– – ﹤0.01% 1528
2024
Q4 		$91 Hold
1
– – ﹤0.01% 1355
2024
Q3 		$106 Hold
1
– – ﹤0.01% 1251
2024
Q2 		$73 Hold
1
– – ﹤0.01% 1214
2024
Q1 		$66 Hold
1
– – ﹤0.01% 1054
2023
Q4 		$63 Hold
1
– – ﹤0.01% 919
2023
Q3 		$51 Buy
+1
New +$49 ﹤0.01% 1141

Other funds holding PCVX

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cornerstone Planning Group's PCVX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Vaxcyte (PCVX) in Q3 2026, closing a stake of 1 share — an estimated $56 sold.

Cornerstone Planning Group first reported a position in PCVX in Q3 2023 and held it in 12 quarters. The position peaked at $41.9K in Q3 2025. 26 funds tracked by Wall St. Rank hold PCVX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Vaxcyte position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Vaxcyte share in Q3 2026, an estimated $56.
  • Cornerstone Planning Group first reported a position in Vaxcyte in Q3 2023 and held it in 12 quarters.
  • Cornerstone Planning Group's Vaxcyte position peaked at $41.9K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Vaxcyte as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.