EWA
VRTX icon

Exencial Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Exencial 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
Q1 		$9.64M Sell
21,598
-784
-4% -$366K 0.3% 87
2025
Q4 		$10.1M Buy
22,382
+20,882
+1,392% +$9M 0.32% 89
2025
Q3 		$587K Sell
1,500
-60
-4% -$25.1K 0.02% 354
2025
Q2 		$694K Sell
1,560
-76
-5% -$35K 0.02% 333
2025
Q1 		$793K Sell
1,636
-72
-4% -$33.6K 0.03% 309
2024
Q4 		$688K Sell
1,708
-13
-0.8% -$6.03K 0.03% 329
2024
Q3 		$801K Sell
1,721
-713
-29% -$343K 0.03% 298
2024
Q2 		$1.14M Sell
2,434
-89
-4% -$38.6K 0.04% 259
2024
Q1 		$1.05M Sell
2,523
-219
-8% -$92.6K 0.04% 269
2023
Q4 		$1.12M Sell
2,742
-551
-17% -$204K 0.05% 252
2023
Q3 		$1.15M Sell
3,293
-385
-10% -$135K 0.06% 225
2023
Q2 		$1.29M Sell
3,678
-669
-15% -$225K 0.06% 216
2023
Q1 		$1.37M Sell
4,347
-678
-13% -$203K 0.07% 200
2022
Q4 		$1.45M Sell
5,025
-29,875
-86% -$9.11M 0.08% 195
2022
Q3 		$10.1M Sell
34,900
-1,176
-3% -$338K 0.61% 47
2022
Q2 		$10.2M Sell
36,076
-2,824
-7% -$756K 0.57% 52
2022
Q1 		$10.2M Buy
38,900
+1,083
+3% +$257K 0.51% 62
2021
Q4 		$8.3M Buy
37,817
+1,213
+3% +$236K 0.4% 87
2021
Q3 		$6.64M Buy
36,604
+14,923
+69% +$2.91M 0.29% 92
2021
Q2 		$4.37M Buy
21,681
+2,768
+15% +$579K 0.24% 125
2021
Q1 		$4.06M Buy
18,913
+5,001
+36% +$1.1M 0.24% 127
2020
Q4 		$3.29M Buy
+13,912
New +$3.19M 0.22% 127
2020
Q3 		– Sell
-692
Closed -$201K – 369
2020
Q2 		$201K Buy
+692
New +$188K 0.02% 313

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

Exencial Wealth Advisors's VRTX Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Vertex Pharmaceuticals (VRTX) stake by 3.5% in Q1 2026, selling an estimated $366K and leaving 21,598 shares worth $9.64M. The position accounts for 0.3% of the portfolio, ranked #87.

Exencial Wealth Advisors first reported a position in VRTX in Q2 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q2 2022. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Exencial Wealth Advisors held 21,598 shares of Vertex Pharmaceuticals worth $9.64M as of Q1 2026.
  • Exencial Wealth Advisors sold 784 Vertex Pharmaceuticals shares in Q1 2026, an estimated $366K.
  • Vertex Pharmaceuticals made up 0.3% of Exencial Wealth Advisors's portfolio in Q1 2026, its #87 holding.
  • Exencial Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q2 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's Vertex Pharmaceuticals position peaked at $10.2M in Q2 2022.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.