Athena Wealth Management
VRTX icon

Athena Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Athena Wealth Management’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
Q3 		$1.07M Buy
2,046
+478
+30% +$245K 0.77% 31
2026
Q2 		$779K Buy
+1,568
New +$695K 0.58% 47

Other funds holding VRTX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Athena Wealth Management's VRTX Position: Q3 2026 in Review

Athena Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 30% in Q3 2026, buying an estimated $245K and bringing the position to 2,046 shares worth $1.07M. The position accounts for 0.77% of the portfolio, ranked #31.

Athena Wealth Management first reported a position in VRTX in Q2 2026 and has held it in 2 quarters since. 992 funds tracked by Wall St. Rank hold VRTX as of Q3 2026.

  • Athena Wealth Management held 2,046 shares of Vertex Pharmaceuticals worth $1.07M as of Q3 2026.
  • Athena Wealth Management bought 478 Vertex Pharmaceuticals shares in Q3 2026, an estimated $245K.
  • Vertex Pharmaceuticals made up 0.77% of Athena Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Athena Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2026 and has held it in 2 quarters since.
  • 992 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.