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Forum Financial Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Forum Financial 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 		– Sell
-2,415
Closed -$1.1M – 978
2025
Q4 		$1.1M Sell
2,415
-1
-0% -$431 0.01% 230
2025
Q3 		$946K Buy
2,416
+322
+15% +$135K 0.01% 252
2025
Q2 		$932K Hold
2,094
– – 0.01% 232
2025
Q1 		$1.02M Buy
2,094
+246
+13% +$115K 0.02% 206
2024
Q4 		$744K Buy
1,848
+53
+3% +$24.6K 0.01% 263
2024
Q3 		$835K Sell
1,795
-4
-0.2% -$1.92K 0.01% 214
2024
Q2 		$843K Buy
1,799
+12
+0.7% +$5.21K 0.02% 203
2024
Q1 		$747K Hold
1,787
– – 0.01% 239
2023
Q4 		$727K Sell
1,787
-10
-0.6% -$3.69K 0.01% 208
2023
Q3 		$625K Buy
1,797
+10
+0.6% +$3.5K 0.01% 228
2023
Q2 		$629K Buy
1,787
+8
+0.4% +$2.69K 0.01% 244
2023
Q1 		$561K Sell
1,779
-60
-3% -$18K 0.02% 239
2022
Q4 		$531K Sell
1,839
-58
-3% -$17.7K 0.02% 240
2022
Q3 		$549K Hold
1,897
– – 0.03% 204
2022
Q2 		$535K Buy
1,897
+208
+12% +$55.7K 0.03% 221
2022
Q1 		$440K Sell
1,689
-75
-4% -$17.8K 0.02% 268
2021
Q4 		$387K Buy
+1,764
New +$343K 0.02% 320

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Forum Financial Management's VRTX Position: Q1 2026 in Review

Forum Financial Management sold out of Vertex Pharmaceuticals (VRTX) in Q1 2026, closing a stake of 2,415 shares — an estimated $1.1M sold.

Forum Financial Management first reported a position in VRTX in Q4 2021 and held it in 17 quarters. The position peaked at $1.1M in Q4 2025. 1,695 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Forum Financial Management reported no remaining Vertex Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,415 Vertex Pharmaceuticals shares in Q1 2026, an estimated $1.1M.
  • Forum Financial Management first reported a position in Vertex Pharmaceuticals in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Vertex Pharmaceuticals position peaked at $1.1M in Q4 2025.
  • 1,695 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.