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CWM
Congress Wealth Management’s
Vertex Pharmaceuticals
VRTX
Stock Holding History
Congress 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
2025
Q2
$17.3M
Buy
38,915
+4,801
+14%
+$2.21M
0.17%
149
2025
Q1
$16.6M
Buy
34,114
+7,021
+26%
+$3.27M
0.2%
132
2024
Q4
$10.9M
Sell
27,093
-8,155
-23%
-$3.78M
0.15%
186
2024
Q3
$16.4M
Buy
35,248
+3,469
+11%
+$1.67M
0.22%
135
2024
Q2
$14.9M
Buy
31,779
+29,371
+1,220%
+$12.7M
0.24%
120
2024
Q1
$1.01M
Buy
2,408
+1,328
+123%
+$561K
0.02%
374
2023
Q4
$440K
Buy
1,080
+280
+35%
+$103K
0.01%
483
2023
Q3
$279K
Buy
800
+57
+8%
+$19.9K
0.01%
534
2023
Q2
$262K
Buy
743
+80
+12%
+$27K
0.01%
500
2023
Q1
$209K
Sell
663
-163
-20%
-$48.9K
0.01%
534
2022
Q4
$239K
Buy
826
+115
+16%
+$35K
0.01%
515
2022
Q3
$206K
Buy
+711
New
+$205K
0.01%
524
2022
Q2
–
Sell
-1,025
Closed
-$267K
–
622
2022
Q1
$267K
Buy
1,025
+3
+0.3%
+$712
0.01%
533
2021
Q4
$224K
Buy
+1,022
New
+$199K
﹤0.01%
579
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1-Year Est. Return
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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