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Arete Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Arete Wealth Advisors’s Portfolio VRTX Stock Details VRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,176
Closed -$533K – 738
2025
Q4 		$533K Sell
1,176
-195
-14% -$84K 0.03% 431
2025
Q3 		$537K Sell
1,371
-46
-3% -$19.2K 0.03% 418
2025
Q2 		$631K Sell
1,417
-29
-2% -$13.4K 0.04% 354
2025
Q1 		$701K Buy
1,446
+215
+17% +$100K 0.05% 309
2024
Q4 		$496K Buy
1,231
+413
+50% +$191K 0.04% 412
2024
Q3 		$380K Sell
818
-642
-44% -$308K 0.03% 454
2024
Q2 		$684K Buy
+1,460
New +$634K 0.06% 320
2024
Q1 		– Sell
-1,076
Closed -$438K – 740
2023
Q4 		$438K Buy
1,076
+59
+6% +$21.8K 0.03% 433
2023
Q3 		$354K Buy
1,017
+142
+16% +$49.7K 0.06% 309
2023
Q2 		$308K Buy
875
+125
+17% +$42.1K 0.03% 490
2023
Q1 		$236K Buy
+750
New +$225K 0.02% 537

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arete Wealth Advisors's VRTX Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q1 2026, closing a stake of 1,176 shares — an estimated $533K sold.

Arete Wealth Advisors first reported a position in VRTX in Q1 2023 and held it in 11 quarters. The position peaked at $701K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Vertex Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,176 Vertex Pharmaceuticals shares in Q1 2026, an estimated $533K.
  • Arete Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q1 2023 and held it in 11 quarters.
  • Arete Wealth Advisors's Vertex Pharmaceuticals position peaked at $701K in Q1 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.