Capital Advisors Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Capital Advisors 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
2025 Q3	–	Sell	-1,821	Closed	-$811K	–	218
2025 Q2	$811K	Sell	1,821 -47	-3%	-$21.7K	0.13%	82
2025 Q1	$906K	Sell	1,868 -235	-11%	-$110K	0.16%	70
2024 Q4	$847K	Buy	2,103 +116	+6%	+$53.8K	0.15%	70
2024 Q3	$924K	Buy	1,987 +35	+2%	+$16.8K	0.17%	66
2024 Q2	$915K	Buy	1,952 +210	+12%	+$91.2K	0.18%	60
2024 Q1	$728K	Buy	+1,742	New	+$736K	0.15%	68

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Advisors Wealth Management's VRTX Position: Q3 2025 in Review

Capital Advisors Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q3 2025, closing a stake of 1,821 shares — an estimated $811K sold.

Capital Advisors Wealth Management first reported a position in VRTX in Q1 2024 and held it in 6 quarters. The position peaked at $924K in Q3 2024. 1,519 funds tracked by Wall St. Rank hold VRTX as of Q3 2025.

Capital Advisors Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
Capital Advisors Wealth Management sold 1,821 Vertex Pharmaceuticals shares in Q3 2025, an estimated $811K.
Capital Advisors Wealth Management first reported a position in Vertex Pharmaceuticals in Q1 2024 and held it in 6 quarters.
Capital Advisors Wealth Management's Vertex Pharmaceuticals position peaked at $924K in Q3 2024.
1,519 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.