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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
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

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

Heirloom Wealth Management's VRTX Position: Q2 2026 in Review

Heirloom Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 15% in Q2 2026, buying an estimated $1.55M and bringing the position to 26,965 shares worth $13.4M. The position accounts for 1.94% of the portfolio, ranked #21.

Heirloom Wealth Management first reported a position in VRTX in Q4 2021 and has held it in 18 quarters since. 1,758 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Heirloom Wealth Management held 26,965 shares of Vertex Pharmaceuticals worth $13.4M as of Q2 2026.
  • Heirloom Wealth Management bought 3,507 Vertex Pharmaceuticals shares in Q2 2026, an estimated $1.55M.
  • Vertex Pharmaceuticals made up 1.94% of Heirloom Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Heirloom Wealth Management first reported a position in Vertex Pharmaceuticals in Q4 2021 and has held it in 18 quarters since.
  • 1,758 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.