EP Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

EP Wealth Advisors’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	$4.48M	Buy	9,027 +390	+5%	+$173K	0.02%	405
2026 Q1	$3.86M	Sell	8,637 -309	-3%	-$144K	0.02%	353
2025 Q4	$4.06M	Buy	+8,946	New	+$3.86M	0.02%	312
2025 Q2	$4.87M	Buy	10,930 +5,481	+101%	+$2.53M	0.03%	269
2025 Q1	$2.64M	Sell	5,449 -989	-15%	-$461K	0.02%	318
2024 Q4	$2.59M	Buy	6,438 +1,285	+25%	+$596K	0.02%	315
2024 Q3	$2.4M	Buy	5,153 +244	+5%	+$117K	0.02%	322
2024 Q2	$2.3M	Buy	4,909 +200	+4%	+$86.8K	0.02%	259
2024 Q1	$1.97M	Buy	4,709 +197	+4%	+$83.3K	0.02%	267
2023 Q4	$1.84M	Sell	4,512 -677	-13%	-$250K	0.02%	275
2023 Q3	$1.8M	Sell	5,189 -4,102	-44%	-$1.43M	0.03%	247
2023 Q2	$1.86M	Buy	+9,291	New	+$3.13M	0.03%	247

Other funds holding VRTX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EP Wealth Advisors's VRTX Position: Q2 2026 in Review

EP Wealth Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 4.5% in Q2 2026, buying an estimated $173K and bringing the position to 9,027 shares worth $4.48M. The position accounts for 0.02% of the portfolio, ranked #405.

EP Wealth Advisors first reported a position in VRTX in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.87M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

EP Wealth Advisors held 9,027 shares of Vertex Pharmaceuticals worth $4.48M as of Q2 2026.
EP Wealth Advisors bought 390 Vertex Pharmaceuticals shares in Q2 2026, an estimated $173K.
Vertex Pharmaceuticals made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #405 holding.
EP Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q2 2023 and has held it in 12 quarters since.
EP Wealth Advisors's Vertex Pharmaceuticals position peaked at $4.87M in Q2 2025.
1,747 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.