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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vertex Pharmaceuticals VRTX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-200
Closed -$80.5K – 520
2024
Q4 		$80.5K Hold
200
– – 0.03% 205
2024
Q3 		$93K Buy
+200
New +$96.1K 0.05% 171
2024
Q1 		– Sell
-9
Closed -$3.66K – 377
2023
Q4 		$3.66K Buy
+9
New +$3.33K ﹤0.01% 284

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VRTX Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vertex Pharmaceuticals (VRTX) in Q1 2025, closing a stake of 200 shares — an estimated $80.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VRTX in Q4 2023 and held it in 3 quarters. The position peaked at $93K in Q3 2024. 1,613 funds tracked by Wall St. Rank hold VRTX as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vertex Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 200 Vertex Pharmaceuticals shares in Q1 2025, an estimated $80.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vertex Pharmaceuticals in Q4 2023 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vertex Pharmaceuticals position peaked at $93K in Q3 2024.
  • 1,613 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.