Capital Asset Advisory Services’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
$223K Sell
507
-58
-10% -$27K 0.01% 274
2025
Q4
$265K Buy
+565
New +$244K 0.01% 249
2022
Q2
Sell
-909
Closed -$237K 619
2022
Q1
$237K Buy
+909
New +$216K 0.03% 363
2021
Q2
Sell
-1,198
Closed -$257K 761
2021
Q1
$257K Buy
1,198
+742
+163% +$163K 0.04% 366
2020
Q4
$108K Buy
+456
New +$105K 0.02% 441

Other funds holding VRTX

Capital Asset Advisory Services's VRTX Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its Vertex Pharmaceuticals (VRTX) stake by 10% in Q1 2026, selling an estimated $27K and leaving 507 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #274.

Capital Asset Advisory Services first reported a position in VRTX in Q4 2020 and has held it in 5 quarters since. The position peaked at $265K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Capital Asset Advisory Services held 507 shares of Vertex Pharmaceuticals worth $223K as of Q1 2026.
  • Capital Asset Advisory Services sold 58 Vertex Pharmaceuticals shares in Q1 2026, an estimated $27K.
  • Vertex Pharmaceuticals made up 0.01% of Capital Asset Advisory Services's portfolio in Q1 2026, its #274 holding.
  • Capital Asset Advisory Services first reported a position in Vertex Pharmaceuticals in Q4 2020 and has held it in 5 quarters since.
  • Capital Asset Advisory Services's Vertex Pharmaceuticals position peaked at $265K in Q4 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.