FFM
PCVX icon

Forum Financial Management’s Vaxcyte PCVX Stock Holding History

Forum Financial Management’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
2025
Q1 		– Sell
-3,115
Closed -$255K – 917
2024
Q4 		$255K Buy
+3,115
New +$309K ﹤0.01% 713

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
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

Forum Financial Management's PCVX Position: Q1 2025 in Review

Forum Financial Management sold out of Vaxcyte (PCVX) in Q1 2025, closing a stake of 3,115 shares — an estimated $255K sold.

Forum Financial Management first reported a position in PCVX in Q4 2024 and held it in 1 quarter. The position peaked at $255K in Q4 2024. 315 funds tracked by Wall St. Rank hold PCVX as of Q1 2025.

  • Forum Financial Management reported no remaining Vaxcyte position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,115 Vaxcyte shares in Q1 2025, an estimated $255K.
  • Forum Financial Management first reported a position in Vaxcyte in Q4 2024 and held it in 1 quarter.
  • Forum Financial Management's Vaxcyte position peaked at $255K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Vaxcyte as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.