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Dogwood Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Dogwood 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
Q2 		$24.8K Sell
50
-22
-31% -$9.75K 0.01% 226
2026
Q1 		$32.2K Buy
72
+33
+85% +$15.4K 0.01% 181
2025
Q4 		$17.7K Buy
39
+38
+3,800% +$16.4K 0.01% 214
2025
Q3 		$392 Sell
1
-26
-96% -$10.9K ﹤0.01% 664
2025
Q2 		$12.6K Buy
27
+17
+170% +$7.83K 0.01% 233
2025
Q1 		$4.85K Buy
10
+7
+233% +$3.26K ﹤0.01% 245
2024
Q4 		$1.21K Sell
3
-1,352
-100% -$627K ﹤0.01% 242
2024
Q3 		$630K Buy
1,355
+104
+8% +$50K 0.36% 48
2024
Q2 		$586K Sell
1,251
-14
-1% -$6.08K 0.36% 44
2024
Q1 		$529K Buy
1,265
+170
+16% +$71.9K 0.36% 43
2023
Q4 		$446K Buy
+1,095
New +$405K 0.35% 44

Other funds holding VRTX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Dogwood Wealth Management's VRTX Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 31% in Q2 2026, selling an estimated $9.75K and leaving 50 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #226.

Dogwood Wealth Management first reported a position in VRTX in Q4 2023 and has held it in 11 quarters since. The position peaked at $630K in Q3 2024. 334 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Dogwood Wealth Management held 50 shares of Vertex Pharmaceuticals worth $24.8K as of Q2 2026.
  • Dogwood Wealth Management sold 22 Vertex Pharmaceuticals shares in Q2 2026, an estimated $9.75K.
  • Vertex Pharmaceuticals made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Dogwood Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Vertex Pharmaceuticals position peaked at $630K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.