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Whipplewood Advisors’s Vaxcyte PCVX Stock Holding History

Whipplewood 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
Q2 		– Sell
-15
Closed -$872 – 935
2026
Q1 		$872 Buy
+15
New +$814 ﹤0.01% 918
2025
Q3 		– Sell
-15
Closed -$488 – 923
2025
Q2 		$488 Buy
15
+9
+150% +$295 ﹤0.01% 1125
2025
Q1 		$8.72K Sell
6
-339
-98% -$27.1K 0.01% 586
2024
Q4 		$28.2K Buy
+345
New +$34.3K 0.02% 395

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

Whipplewood Advisors's PCVX Position: Q2 2026 in Review

Whipplewood Advisors sold out of Vaxcyte (PCVX) in Q2 2026, closing a stake of 15 shares — an estimated $872 sold.

Whipplewood Advisors first reported a position in PCVX in Q4 2024 and held it in 4 quarters. The position peaked at $28.2K in Q4 2024. 331 funds tracked by Wall St. Rank hold PCVX as of Q2 2026.

  • Whipplewood Advisors reported no remaining Vaxcyte position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 15 Vaxcyte shares in Q2 2026, an estimated $872.
  • Whipplewood Advisors first reported a position in Vaxcyte in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Vaxcyte position peaked at $28.2K in Q4 2024.
  • 331 funds tracked by Wall St. Rank held Vaxcyte as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.