Confluence Wealth Services’s Vertex Pharmaceuticals VRTX Stock Holding History

Confluence Wealth Services’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	$244K	Buy	547 +2	+0.4%	+$933	0.01%	339
2025 Q4	$247K	Buy	545 +21	+4%	+$9.05K	0.01%	341
2025 Q3	$205K	Buy	+524	New	+$219K	0.01%	361
2024 Q3	–	Sell	-762	Closed	-$357K	–	373
2024 Q2	$357K	Buy	+762	New	+$331K	0.03%	271
2022 Q1	–	Sell	-363	Closed	-$79K	–	1147
2021 Q4	$79K	Buy	+363	New	+$70.6K	0.03%	371

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Confluence Wealth Services's VRTX Position: Q1 2026 in Review

Confluence Wealth Services increased its Vertex Pharmaceuticals (VRTX) stake by 0.37% in Q1 2026, buying an estimated $933 and bringing the position to 547 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #339.

Confluence Wealth Services first reported a position in VRTX in Q4 2021 and has held it in 5 quarters since. The position peaked at $357K in Q2 2024. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Confluence Wealth Services held 547 shares of Vertex Pharmaceuticals worth $244K as of Q1 2026.
Confluence Wealth Services bought 2 Vertex Pharmaceuticals shares in Q1 2026, an estimated $933.
Vertex Pharmaceuticals made up 0.01% of Confluence Wealth Services's portfolio in Q1 2026, its #339 holding.
Confluence Wealth Services first reported a position in Vertex Pharmaceuticals in Q4 2021 and has held it in 5 quarters since.
Confluence Wealth Services's Vertex Pharmaceuticals position peaked at $357K in Q2 2024.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Confluence Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.