Heartwood Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Heartwood 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 Q2	$250K	Sell	503 -8	-2%	-$3.54K	0.02%	213
2026 Q1	$228K	Hold	511	–	–	0.02%	210
2025 Q4	$232K	Sell	511 -21	-4%	-$9.05K	0.02%	191
2025 Q3	$208K	Sell	532 -36	-6%	-$15K	0.02%	196
2025 Q2	$253K	Buy	568 +30	+6%	+$13.8K	0.03%	165
2025 Q1	$261K	Hold	538	–	–	0.03%	154
2024 Q4	$217K	Sell	538 -6	-1%	-$2.78K	0.02%	161
2024 Q3	$253K	Buy	544 +12	+2%	+$5.76K	0.03%	149
2024 Q2	$249K	Hold	532	–	–	0.03%	151
2024 Q1	$222K	Buy	532 +9	+2%	+$3.81K	0.03%	147
2023 Q4	$213K	Buy	+523	New	+$193K	0.03%	137

Other funds holding VRTX

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Heartwood Wealth Advisors's VRTX Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Vertex Pharmaceuticals (VRTX) stake by 1.6% in Q2 2026, selling an estimated $3.54K and leaving 503 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #213.

Heartwood Wealth Advisors first reported a position in VRTX in Q4 2023 and has held it in 11 quarters since. The position peaked at $261K in Q1 2025. 368 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

Heartwood Wealth Advisors held 503 shares of Vertex Pharmaceuticals worth $250K as of Q2 2026.
Heartwood Wealth Advisors sold 8 Vertex Pharmaceuticals shares in Q2 2026, an estimated $3.54K.
Vertex Pharmaceuticals made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #213 holding.
Heartwood Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q4 2023 and has held it in 11 quarters since.
Heartwood Wealth Advisors's Vertex Pharmaceuticals position peaked at $261K in Q1 2025.
368 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.