Beacon Financial Advisory’s Vertex Pharmaceuticals VRTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$254K Buy
569
+27
+5% +$12.6K 0.06% 345
2025
Q4
$246K Buy
+542
New +$234K 0.06% 332
2025
Q2
Sell
-533
Closed -$258K 370
2025
Q1
$258K Buy
+533
New +$248K 0.08% 268
2024
Q4
Sell
-446
Closed -$207K 313
2024
Q3
$207K Buy
446
+12
+3% +$5.76K 0.07% 276
2024
Q2
$203K Buy
+434
New +$188K 0.08% 272
2024
Q1
Sell
-512
Closed -$208K 278
2023
Q4
$208K Buy
+512
New +$189K 0.1% 234

Other funds holding VRTX

Beacon Financial Advisory's VRTX Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vertex Pharmaceuticals (VRTX) stake by 5% in Q1 2026, buying an estimated $12.6K and bringing the position to 569 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #345.

Beacon Financial Advisory first reported a position in VRTX in Q4 2023 and has held it in 6 quarters since. The position peaked at $258K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Beacon Financial Advisory held 569 shares of Vertex Pharmaceuticals worth $254K as of Q1 2026.
  • Beacon Financial Advisory bought 27 Vertex Pharmaceuticals shares in Q1 2026, an estimated $12.6K.
  • Vertex Pharmaceuticals made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #345 holding.
  • Beacon Financial Advisory first reported a position in Vertex Pharmaceuticals in Q4 2023 and has held it in 6 quarters since.
  • Beacon Financial Advisory's Vertex Pharmaceuticals position peaked at $258K in Q1 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.