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Avantax Planning Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-1,489
Closed -$663K – 459
2025
Q2 		$663K Buy
1,489
+295
+25% +$136K 0.02% 233
2025
Q1 		$579K Buy
1,194
+190
+19% +$88.5K 0.02% 234
2024
Q4 		$404K Buy
1,004
+150
+18% +$69.5K 0.01% 288
2024
Q3 		$397K Buy
+854
New +$410K 0.01% 291
2018
Q2 		– Sell
-75
Closed -$12K – 1455
2018
Q1 		$12K Buy
+75
New +$12.3K ﹤0.01% 979

Other funds holding VRTX

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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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Planning Partners's VRTX Position: Q3 2025 in Review

Avantax Planning Partners sold out of Vertex Pharmaceuticals (VRTX) in Q3 2025, closing a stake of 1,489 shares — an estimated $663K sold.

Avantax Planning Partners first reported a position in VRTX in Q1 2018 and held it in 5 quarters. The position peaked at $663K in Q2 2025. 1,519 funds tracked by Wall St. Rank hold VRTX as of Q3 2025.

  • Avantax Planning Partners reported no remaining Vertex Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 1,489 Vertex Pharmaceuticals shares in Q3 2025, an estimated $663K.
  • Avantax Planning Partners first reported a position in Vertex Pharmaceuticals in Q1 2018 and held it in 5 quarters.
  • Avantax Planning Partners's Vertex Pharmaceuticals position peaked at $663K in Q2 2025.
  • 1,519 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.