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Defined Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Defined 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
Q3 		$495K Sell
946
-57
-6% -$29.2K 0.25% 81
2026
Q2 		$498K Buy
1,003
+24
+2% +$10.6K 0.26% 82
2026
Q1 		$437K Buy
979
+5
+0.5% +$2.33K 0.26% 81
2025
Q4 		$442K Buy
974
+42
+5% +$18.1K 0.25% 77
2025
Q3 		$365K Buy
932
+27
+3% +$11.3K 0.21% 87
2025
Q2 		$403K Sell
905
-17
-2% -$7.83K 0.25% 85
2025
Q1 		$447K Buy
922
+7
+0.8% +$3.26K 0.3% 79
2024
Q4 		$368K Buy
915
+3
+0.3% +$1.39K 0.24% 87
2024
Q3 		$424K Buy
912
+14
+2% +$6.72K 0.28% 79
2024
Q2 		$421K Buy
898
+12
+1% +$5.21K 0.29% 76
2024
Q1 		$370K Hold
886
– – 0.27% 85
2023
Q4 		$361K Sell
886
-2
-0.2% -$739 0.28% 84
2023
Q3 		$309K Buy
888
+7
+0.8% +$2.45K 0.26% 86
2023
Q2 		$310K Buy
881
+1
+0.1% +$337 0.26% 83
2023
Q1 		$277K Hold
880
– – 0.26% 87
2022
Q4 		$254K Hold
880
– – 0.24% 93
2022
Q3 		$255K Hold
880
– – 0.28% 77
2022
Q2 		$248K Sell
880
-13
-1% -$3.48K 0.25% 83
2022
Q1 		$233K Buy
+893
New +$212K 0.2% 91
2021
Q1 		– Sell
-880
Closed -$208K – 200
2020
Q4 		$208K Buy
+880
New +$202K 0.21% 85

Other funds holding VRTX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Defined Wealth Management's VRTX Position: Q3 2026 in Review

Defined Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 5.7% in Q3 2026, selling an estimated $29.2K and leaving 946 shares worth $495K. The position accounts for 0.25% of the portfolio, ranked #81.

Defined Wealth Management first reported a position in VRTX in Q4 2020 and has held it in 20 quarters since. The position peaked at $498K in Q2 2026. 346 funds tracked by Wall St. Rank hold VRTX as of Q3 2026.

  • Defined Wealth Management held 946 shares of Vertex Pharmaceuticals worth $495K as of Q3 2026.
  • Defined Wealth Management sold 57 Vertex Pharmaceuticals shares in Q3 2026, an estimated $29.2K.
  • Vertex Pharmaceuticals made up 0.25% of Defined Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Defined Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2020 and has held it in 20 quarters since.
  • Defined Wealth Management's Vertex Pharmaceuticals position peaked at $498K in Q2 2026.
  • 346 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.