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Evercore Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Evercore 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 		$937K Sell
2,098
-8
-0.4% -$3.73K 0.01% 223
2025
Q4 		$955K Hold
2,106
– – 0.01% 218
2025
Q3 		$825K Sell
2,106
-22
-1% -$9.19K 0.01% 236
2025
Q2 		$947K Buy
2,128
+27
+1% +$12.4K 0.01% 219
2025
Q1 		$1.02M Buy
2,101
+278
+15% +$130K 0.02% 217
2024
Q4 		$734K Sell
1,823
-50
-3% -$23.2K 0.01% 239
2024
Q3 		$871K Hold
1,873
– – 0.01% 228
2024
Q2 		$878K Hold
1,873
– – 0.01% 224
2024
Q1 		$783K Buy
1,873
+12
+0.6% +$5.07K 0.01% 237
2023
Q4 		$757K Buy
1,861
+139
+8% +$51.3K 0.01% 238
2023
Q3 		$599K Buy
1,722
+2
+0.1% +$699 0.01% 253
2023
Q2 		$605K Buy
1,720
+19
+1% +$6.4K 0.01% 255
2023
Q1 		$536K Buy
1,701
+22
+1% +$6.6K 0.01% 268
2022
Q4 		$485K Buy
1,679
+35
+2% +$10.7K 0.01% 269
2022
Q3 		$476K Buy
1,644
+50
+3% +$14.4K 0.01% 261
2022
Q2 		$449K Hold
1,594
– – 0.01% 269
2022
Q1 		$416K Sell
1,594
-28
-2% -$6.64K 0.01% 308
2021
Q4 		$356K Sell
1,622
-31
-2% -$6.03K 0.01% 328
2021
Q3 		$300K Buy
1,653
+4
+0.2% +$781 0.01% 364
2021
Q2 		$332K Sell
1,649
-276
-14% -$57.7K 0.01% 354
2021
Q1 		$414K Sell
1,925
-451
-19% -$99.1K 0.01% 319
2020
Q4 		$562K Sell
2,376
-25
-1% -$5.74K 0.01% 274
2020
Q3 		$653K Buy
2,401
+62
+3% +$17.1K 0.02% 237
2020
Q2 		$679K Sell
2,339
-68
-3% -$18.4K 0.02% 233
2020
Q1 		$573K Buy
2,407
+440
+22% +$101K 0.02% 227
2019
Q4 		$431K Buy
1,967
+55
+3% +$11.1K 0.01% 298
2019
Q3 		$324K Buy
1,912
+10
+0.5% +$1.77K 0.01% 322
2019
Q2 		$349K Buy
1,902
+31
+2% +$5.42K 0.01% 320
2019
Q1 		$344K Buy
1,871
+42
+2% +$7.76K 0.01% 313
2018
Q4 		$303K Sell
1,829
-23
-1% -$3.98K 0.01% 307
2018
Q3 		$357K Sell
1,852
-278
-13% -$49.5K 0.01% 319
2018
Q2 		$362K Sell
2,130
-200
-9% -$31K 0.01% 306
2018
Q1 		$380K Sell
2,330
-400
-15% -$65.3K 0.01% 273
2017
Q4 		$409K Sell
2,730
-325
-11% -$48.1K 0.02% 275
2017
Q3 		$464K Hold
3,055
– – 0.02% 262
2017
Q2 		$394K Hold
3,055
– – 0.02% 282
2017
Q1 		$334K Sell
3,055
-20
-0.7% -$1.76K 0.01% 306
2016
Q4 		$226K Buy
3,075
+2,755
+861% +$224K 0.01% 343
2016
Q3 		$28K Hold
320
– – ﹤0.01% 720
2016
Q2 		$28K Buy
320
+65
+25% +$5.62K ﹤0.01% 702
2016
Q1 		$20K Sell
255
-29
-10% -$2.62K ﹤0.01% 727
2015
Q4 		$36K Buy
284
+29
+11% +$3.5K ﹤0.01% 658
2015
Q3 		$26K Hold
255
– – ﹤0.01% 689
2015
Q2 		$32K Sell
255
-8
-3% -$1.01K ﹤0.01% 711
2015
Q1 		$32K Sell
263
-18
-6% -$2.16K ﹤0.01% 701
2014
Q4 		$34K Buy
281
+26
+10% +$2.93K ﹤0.01% 594
2014
Q3 		$27K Hold
255
– – ﹤0.01% 695
2014
Q2 		$25K Sell
255
-200
-44% -$14K ﹤0.01% 707
2014
Q1 		$33K Hold
455
– – ﹤0.01% 661
2013
Q4 		$34K Sell
455
-100
-18% -$6.96K ﹤0.01% 612
2013
Q3 		$42K Buy
555
+100
+22% +$7.96K ﹤0.01% 583
2013
Q2 		$36K Buy
+455
New +$33.5K ﹤0.01% 607

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Evercore Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 0.38% in Q1 2026, selling an estimated $3.73K and leaving 2,098 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #223.

Evercore Wealth Management first reported a position in VRTX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.02M in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Evercore Wealth Management held 2,098 shares of Vertex Pharmaceuticals worth $937K as of Q1 2026.
  • Evercore Wealth Management sold 8 Vertex Pharmaceuticals shares in Q1 2026, an estimated $3.73K.
  • Vertex Pharmaceuticals made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Evercore Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Vertex Pharmaceuticals position peaked at $1.02M in Q1 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.