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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
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 $3.37T AUM 44.26% 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: Q1 2026 in Review

Capital & Planning LLC opened a new position in Vertex Pharmaceuticals (VRTX) in Q1 2026: 5 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in VRTX as recently as Q4 2024.

Capital & Planning LLC first reported a position in VRTX in Q4 2024 and has held it in 2 quarters since. 1,695 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Capital & Planning LLC held 5 shares of Vertex Pharmaceuticals worth $2.23K as of Q1 2026.
  • Vertex Pharmaceuticals was a new Capital & Planning LLC position in Q1 2026.
  • Vertex Pharmaceuticals made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #144 holding.
  • Capital & Planning LLC first reported a position in Vertex Pharmaceuticals in Q4 2024 and has held it in 2 quarters since.
  • 1,695 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.