First Turn Management’s Vaxcyte PCVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-276,905
Closed -$10.5M 40
2025
Q1
$10.5M Hold
276,905
2.11% 26
2024
Q4
$22.7M Buy
276,905
+64,920
+31% +$6.45M 4.06% 8
2024
Q3
$24.2M Sell
211,985
-48,296
-19% -$4.35M 3.84% 5
2024
Q2
$19.7M Hold
260,281
3.2% 12
2024
Q1
$17.8M Sell
260,281
-97,247
-27% -$6.73M 2.66% 19
2023
Q4
$22.5M Buy
+357,528
New +$18.6M 3.22% 17

Other funds holding PCVX

First Turn Management's PCVX Position: Q2 2025 in Review

First Turn Management sold out of Vaxcyte (PCVX) in Q2 2025, closing a stake of 276,905 shares — an estimated $10.5M sold.

First Turn Management first reported a position in PCVX in Q4 2023 and held it in 6 quarters. The position peaked at $24.2M in Q3 2024. 294 funds tracked by Wall St. Rank hold PCVX as of Q2 2025.

  • First Turn Management reported no remaining Vaxcyte position as of Q2 2025 after selling out during the quarter.
  • First Turn Management sold 276,905 Vaxcyte shares in Q2 2025, an estimated $10.5M.
  • First Turn Management first reported a position in Vaxcyte in Q4 2023 and held it in 6 quarters.
  • First Turn Management's Vaxcyte position peaked at $24.2M in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Vaxcyte as of Q2 2025.

Based on First Turn Management's 13F filing for Q2 2025, filed 14 Aug 2025.