Heirloom Wealth Management
VRTX icon

Heirloom Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Heirloom 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
Q3 		$15.7M Buy
29,970
+3,005
+11% +$1.54M 2.04% 20
2026
Q2 		$13.4M Buy
26,965
+3,507
+15% +$1.55M 1.94% 21
2026
Q1 		$10.5M Buy
23,458
+3,259
+16% +$1.52M 1.89% 18
2025
Q4 		$9.16M Buy
20,199
+233
+1% +$100K 2.12% 18
2025
Q3 		$7.82M Buy
19,966
+333
+2% +$139K 1.89% 20
2025
Q2 		$8.74M Buy
19,633
+80
+0.4% +$36.9K 2.31% 15
2025
Q1 		$9.48M Buy
19,553
+760
+4% +$354K 2.72% 15
2024
Q4 		$7.57M Buy
18,793
+1,185
+7% +$549K 2.27% 15
2024
Q3 		$8.19M Buy
17,608
+321
+2% +$154K 2.55% 15
2024
Q2 		$8.1M Sell
17,287
-264
-2% -$115K 2.63% 13
2024
Q1 		$7.34M Sell
17,551
-284
-2% -$120K 2.5% 14
2023
Q4 		$7.26M Buy
17,835
+384
+2% +$142K 2.79% 13
2023
Q3 		$6.07M Sell
17,451
-316
-2% -$111K 2.7% 13
2023
Q2 		$6.25M Buy
17,767
+736
+4% +$248K 2.72% 13
2023
Q1 		$5.37M Buy
17,031
+4,848
+40% +$1.45M 2.56% 15
2022
Q4 		$3.52M Buy
+12,183
New +$3.71M 2.19% 18
2022
Q2 		$3.49M Buy
11,692
+746
+7% +$200K 2.86% 16
2022
Q1 		$2.7M Sell
10,946
-254
-2% -$60.3K 1.88% 18
2021
Q4 		$2.57M Buy
+11,200
New +$2.18M 2.21% 17

Other funds holding VRTX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Provident Investment Management
Provident Investment Management Novi, Michigan $999M AUM 19.45% 1-Year Est. Return

Heirloom Wealth Management's VRTX Position: Q3 2026 in Review

Heirloom Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 11% in Q3 2026, buying an estimated $1.54M and bringing the position to 29,970 shares worth $15.7M. The position accounts for 2.04% of the portfolio, ranked #20.

Heirloom Wealth Management first reported a position in VRTX in Q4 2021 and has held it in 19 quarters since. 521 funds tracked by Wall St. Rank hold VRTX as of Q3 2026.

  • Heirloom Wealth Management held 29,970 shares of Vertex Pharmaceuticals worth $15.7M as of Q3 2026.
  • Heirloom Wealth Management bought 3,005 Vertex Pharmaceuticals shares in Q3 2026, an estimated $1.54M.
  • Vertex Pharmaceuticals made up 2.04% of Heirloom Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Heirloom Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2021 and has held it in 19 quarters since.
  • 521 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.