Cassia Capital Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

Cassia Capital Partners’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	–	Sell	-895	Closed	-$360K	–	61
2024 Q4	$360K	Sell	895 -742	-45%	-$344K	0.23%	53
2024 Q3	$761K	Sell	1,637 -131	-7%	-$62.9K	0.5%	35
2024 Q2	$829K	Buy	1,768 +92	+5%	+$39.9K	0.55%	28
2024 Q1	$701K	Buy	1,676 +373	+29%	+$158K	0.47%	40
2023 Q4	$530K	Buy	1,303 +71	+6%	+$26.2K	0.44%	37
2023 Q3	$428K	Buy	1,232 +32	+3%	+$11.2K	0.35%	42
2023 Q2	$422K	Buy	1,200 +240	+25%	+$80.9K	0.33%	45
2023 Q1	$302K	Sell	960 -19	-2%	-$5.7K	0.24%	46
2022 Q4	$283K	Buy	+979	New	+$298K	0.23%	56

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 $167B AUM 44.17% 1-Year Est. Return

Cassia Capital Partners's VRTX Position: Q1 2025 in Review

Cassia Capital Partners sold out of Vertex Pharmaceuticals (VRTX) in Q1 2025, closing a stake of 895 shares — an estimated $360K sold.

Cassia Capital Partners first reported a position in VRTX in Q4 2022 and held it in 9 quarters. The position peaked at $829K in Q2 2024. 1,613 funds tracked by Wall St. Rank hold VRTX as of Q1 2025.

Cassia Capital Partners reported no remaining Vertex Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
Cassia Capital Partners sold 895 Vertex Pharmaceuticals shares in Q1 2025, an estimated $360K.
Cassia Capital Partners first reported a position in Vertex Pharmaceuticals in Q4 2022 and held it in 9 quarters.
Cassia Capital Partners's Vertex Pharmaceuticals position peaked at $829K in Q2 2024.
1,613 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2025.

Based on Cassia Capital Partners's 13F filing for Q1 2025, filed 22 Apr 2025.