CPL
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Capital & Planning LLC’s Vertex Pharmaceuticals VRTX Stock Holding History

Capital & Planning LLC’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
2026
Q2 		– Sell
-5
Closed -$2.23K – 162
2026
Q1 		$2.23K Buy
+5
New +$2.33K ﹤0.01% 144
2025
Q1 		– Sell
-5
Closed -$2.01K – 181
2024
Q4 		$2.01K Buy
+5
New +$2.32K ﹤0.01% 164

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital & Planning LLC's VRTX Position: Q2 2026 in Review

Capital & Planning LLC sold out of Vertex Pharmaceuticals (VRTX) in Q2 2026, closing a stake of 5 shares — an estimated $2.23K sold.

Capital & Planning LLC first reported a position in VRTX in Q4 2024 and held it in 2 quarters. The position peaked at $2.23K in Q1 2026. 1,762 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Capital & Planning LLC reported no remaining Vertex Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 5 Vertex Pharmaceuticals shares in Q2 2026, an estimated $2.23K.
  • Capital & Planning LLC first reported a position in Vertex Pharmaceuticals in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Vertex Pharmaceuticals position peaked at $2.23K in Q1 2026.
  • 1,762 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.