Evanson Asset Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Evanson Asset 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	–	Sell	-566	Closed	-$275K	–	339
2025 Q1	$275K	Hold	566	–	–	0.02%	254
2024 Q4	$228K	Hold	566	–	–	0.02%	283
2024 Q3	$263K	Hold	566	–	–	0.02%	267
2024 Q2	$265K	Hold	566	–	–	0.02%	254
2024 Q1	$237K	Sell	566 -659	-54%	-$279K	0.02%	272
2023 Q4	$498K	Sell	1,225 -146	-11%	-$53.9K	0.04%	170
2023 Q3	$477K	Hold	1,371	–	–	0.04%	169
2023 Q2	$483K	Hold	1,371	–	–	0.04%	167
2023 Q1	$432K	Buy	+1,371	New	+$411K	0.04%	174

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evanson Asset Management's VRTX Position: Q2 2025 in Review

Evanson Asset Management sold out of Vertex Pharmaceuticals (VRTX) in Q2 2025, closing a stake of 566 shares — an estimated $275K sold.

Evanson Asset Management first reported a position in VRTX in Q1 2023 and held it in 9 quarters. The position peaked at $498K in Q4 2023. 1,559 funds tracked by Wall St. Rank hold VRTX as of Q2 2025.

Evanson Asset Management reported no remaining Vertex Pharmaceuticals position as of Q2 2025 after selling out during the quarter.
Evanson Asset Management sold 566 Vertex Pharmaceuticals shares in Q2 2025, an estimated $275K.
Evanson Asset Management first reported a position in Vertex Pharmaceuticals in Q1 2023 and held it in 9 quarters.
Evanson Asset Management's Vertex Pharmaceuticals position peaked at $498K in Q4 2023.
1,559 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2025.

Based on Evanson Asset Management's 13F filing for Q2 2025, filed 15 Jul 2025.