CWM
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Collaborative Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Collaborative 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
2026
Q1 		– Sell
-534
Closed -$242K – 244
2025
Q4 		$242K Buy
+534
New +$230K 0.09% 199

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Collaborative Wealth Management's VRTX Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Vertex Pharmaceuticals (VRTX) in Q1 2026, closing a stake of 534 shares — an estimated $242K sold.

Collaborative Wealth Management first reported a position in VRTX in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Vertex Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 534 Vertex Pharmaceuticals shares in Q1 2026, an estimated $242K.
  • Collaborative Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Vertex Pharmaceuticals position peaked at $242K in Q4 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.