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 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

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

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

Defined Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 0.51% in Q1 2026, buying an estimated $2.33K and bringing the position to 979 shares worth $437K. The position accounts for 0.26% of the portfolio, ranked #81.

Defined Wealth Management first reported a position in VRTX in Q4 2020 and has held it in 18 quarters since. The position peaked at $447K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Defined Wealth Management held 979 shares of Vertex Pharmaceuticals worth $437K as of Q1 2026.
Defined Wealth Management bought 5 Vertex Pharmaceuticals shares in Q1 2026, an estimated $2.33K.
Vertex Pharmaceuticals made up 0.26% of Defined Wealth Management's portfolio in Q1 2026, its #81 holding.
Defined Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2020 and has held it in 18 quarters since.
Defined Wealth Management's Vertex Pharmaceuticals position peaked at $447K in Q1 2025.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.