Creative Planning
PCVX icon

Creative Planning’s Vaxcyte PCVX Stock Holding History

Creative Planning’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
Q2 		$7.02M Sell
120,771
-19,406
-14% -$1.05M ﹤0.01% 1143
2026
Q1 		$8.15M Buy
140,177
+37,491
+37% +$2.04M 0.01% 829
2025
Q4 		$4.74M Buy
102,686
+22,363
+28% +$1M ﹤0.01% 1040
2025
Q3 		$2.89M Buy
80,323
+1,853
+2% +$61.4K ﹤0.01% 1251
2025
Q2 		$2.55M Buy
78,470
+39,491
+101% +$1.29M ﹤0.01% 1145
2025
Q1 		$1.47M Sell
38,979
-7,842
-17% -$627K ﹤0.01% 1413
2024
Q4 		$3.83M Buy
46,821
+9,296
+25% +$923K ﹤0.01% 773
2024
Q3 		$4.29M Buy
37,525
+10,245
+38% +$923K ﹤0.01% 692
2024
Q2 		$2.06M Buy
27,280
+10,642
+64% +$724K ﹤0.01% 970
2024
Q1 		$1.14M Buy
16,638
+4,688
+39% +$325K ﹤0.01% 1254
2023
Q4 		$750K Buy
11,950
+2,875
+32% +$149K ﹤0.01% 1426
2023
Q3 		$463K Buy
9,075
+2,634
+41% +$130K ﹤0.01% 1616
2023
Q2 		$322K Buy
+6,441
New +$305K ﹤0.01% 1857
2023
Q1 		– Sell
-4,269
Closed -$205K – 2740
2022
Q4 		$205K Buy
+4,269
New +$168K ﹤0.01% 2004

Other funds holding PCVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Creative Planning's PCVX Position: Q2 2026 in Review

Creative Planning reduced its Vaxcyte (PCVX) stake by 14% in Q2 2026, selling an estimated $1.05M and leaving 120,771 shares worth $7.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Creative Planning first reported a position in PCVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.15M in Q1 2026. 332 funds tracked by Wall St. Rank hold PCVX as of Q2 2026.

  • Creative Planning held 120,771 shares of Vaxcyte worth $7.02M as of Q2 2026.
  • Creative Planning sold 19,406 Vaxcyte shares in Q2 2026, an estimated $1.05M.
  • Vaxcyte made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1143 holding.
  • Creative Planning first reported a position in Vaxcyte in Q4 2022 and has held it in 14 quarters since.
  • Creative Planning's Vaxcyte position peaked at $8.15M in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Vaxcyte as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.