Callan Capital’s Vertex Pharmaceuticals VRTX Stock Holding History

Callan Capital’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 Q1	$2.23M	Buy	4,600 +211	+5%	+$98.3K	0.16%	67
2024 Q4	$1.77M	Sell	4,389 -132	-3%	-$61.2K	0.13%	77
2024 Q3	$2.1M	Buy	4,521 +81	+2%	+$38.9K	0.15%	73
2024 Q2	$2.08M	Buy	4,440 +108	+2%	+$46.9K	0.17%	65
2024 Q1	$1.81M	Buy	4,332 +141	+3%	+$59.6K	0.16%	67
2023 Q4	$1.71M	Buy	4,191 +3,091	+281%	+$1.14M	0.16%	68
2023 Q3	$383K	Buy	1,100 +55	+5%	+$19.2K	0.04%	137
2023 Q2	$368K	Hold	1,045	–	–	0.04%	128
2023 Q1	$329K	Hold	1,045	–	–	0.04%	140
2022 Q4	$302K	Buy	+1,045	New	+$318K	0.04%	143

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Callan Capital's VRTX Position: Q1 2025 in Review

Callan Capital increased its Vertex Pharmaceuticals (VRTX) stake by 4.8% in Q1 2025, buying an estimated $98.3K and bringing the position to 4,600 shares worth $2.23M. The position accounts for 0.16% of the portfolio, ranked #67.

Callan Capital first reported a position in VRTX in Q4 2022 and has held it in 10 quarters since. 1,612 funds tracked by Wall St. Rank hold VRTX as of Q1 2025.

Callan Capital held 4,600 shares of Vertex Pharmaceuticals worth $2.23M as of Q1 2025.
Callan Capital bought 211 Vertex Pharmaceuticals shares in Q1 2025, an estimated $98.3K.
Vertex Pharmaceuticals made up 0.16% of Callan Capital's portfolio in Q1 2025, its #67 holding.
Callan Capital first reported a position in Vertex Pharmaceuticals in Q4 2022 and has held it in 10 quarters since.
1,612 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.