Evermay Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Evermay 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	$14.3K	Sell	32 -4	-11%	-$1.86K	﹤0.01%	431
2025 Q4	$16.3K	Sell	36 -57	-61%	-$24.6K	﹤0.01%	404
2025 Q3	$36.4K	Hold	93	–	–	﹤0.01%	343
2025 Q2	$41.4K	Hold	93	–	–	0.01%	335
2025 Q1	$45.1K	Hold	93	–	–	0.01%	331
2024 Q4	$37.5K	Hold	93	–	–	0.01%	339
2024 Q3	$43.3K	Sell	93 -213	-70%	-$102K	0.01%	349
2024 Q2	$143K	Hold	306	–	–	0.02%	223
2024 Q1	$128K	Sell	306 -2	-0.6%	-$845	0.02%	249
2023 Q4	$125K	Buy	308 +2	+0.7%	+$739	0.02%	222
2023 Q3	$106K	Hold	306	–	–	0.02%	232
2023 Q2	$108K	Hold	306	–	–	0.02%	232
2023 Q1	$96.4K	Buy	306 +56	+22%	+$16.8K	0.02%	242
2022 Q4	$72.2K	Buy	+250	New	+$76.2K	0.01%	259

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

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

Evermay Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 11% in Q1 2026, selling an estimated $1.86K and leaving 32 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Evermay Wealth Management first reported a position in VRTX in Q4 2022 and has held it in 14 quarters since. The position peaked at $143K in Q2 2024. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Evermay Wealth Management held 32 shares of Vertex Pharmaceuticals worth $14.3K as of Q1 2026.
Evermay Wealth Management sold 4 Vertex Pharmaceuticals shares in Q1 2026, an estimated $1.86K.
Vertex Pharmaceuticals made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #431 holding.
Evermay Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2022 and has held it in 14 quarters since.
Evermay Wealth Management's Vertex Pharmaceuticals position peaked at $143K in Q2 2024.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.