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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
2025
Q4 		– Sell
-1,371
Closed -$537K – 756
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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arete Wealth Advisors's VRTX Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vertex Pharmaceuticals (VRTX) in Q4 2025, closing a stake of 1,371 shares — an estimated $537K sold.

Arete Wealth Advisors first reported a position in VRTX in Q1 2023 and held it in 10 quarters. The position peaked at $701K in Q1 2025. 1,671 funds tracked by Wall St. Rank hold VRTX as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Vertex Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,371 Vertex Pharmaceuticals shares in Q4 2025, an estimated $537K.
  • Arete Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q1 2023 and held it in 10 quarters.
  • Arete Wealth Advisors's Vertex Pharmaceuticals position peaked at $701K in Q1 2025.
  • 1,671 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.