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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

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Congress Wealth Management's VRTX Position: Q2 2025 in Review

Congress Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 14% in Q2 2025, buying an estimated $2.21M and bringing the position to 38,915 shares worth $17.3M. The position accounts for 0.17% of the portfolio, ranked #149.

Congress Wealth Management first reported a position in VRTX in Q4 2021 and has held it in 14 quarters since. 1,562 funds tracked by Wall St. Rank hold VRTX as of Q2 2025.

  • Congress Wealth Management held 38,915 shares of Vertex Pharmaceuticals worth $17.3M as of Q2 2025.
  • Congress Wealth Management bought 4,801 Vertex Pharmaceuticals shares in Q2 2025, an estimated $2.21M.
  • Vertex Pharmaceuticals made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #149 holding.
  • Congress Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2021 and has held it in 14 quarters since.
  • 1,562 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.