Heritage Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Heritage 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 Q1	$17K	Buy	38 +35	+1,167%	+$16.3K	﹤0.01%	459
2025 Q4	$1.36K	Hold	3	–	–	﹤0.01%	551
2025 Q3	$1.18K	Sell	3 -50	-94%	-$20.9K	﹤0.01%	540
2025 Q2	$23.6K	Hold	53	–	–	﹤0.01%	357
2025 Q1	$25.7K	Buy	53 +23	+77%	+$10.7K	﹤0.01%	349
2024 Q4	$12.1K	Buy	30 +23	+329%	+$10.7K	﹤0.01%	429
2024 Q3	$3.26K	Buy	+7	New	+$3.36K	﹤0.01%	519
2020 Q1	–	Sell	-7	Closed	-$1.53K	–	586
2019 Q4	$1.53K	Buy	+7	New	+$1.42K	﹤0.01%	607

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Advisors's VRTX Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 1,167% in Q1 2026, buying an estimated $16.3K and bringing the position to 38 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Heritage Wealth Advisors first reported a position in VRTX in Q4 2019 and has held it in 8 quarters since. The position peaked at $25.7K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Heritage Wealth Advisors held 38 shares of Vertex Pharmaceuticals worth $17K as of Q1 2026.
Heritage Wealth Advisors bought 35 Vertex Pharmaceuticals shares in Q1 2026, an estimated $16.3K.
Vertex Pharmaceuticals made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #459 holding.
Heritage Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q4 2019 and has held it in 8 quarters since.
Heritage Wealth Advisors's Vertex Pharmaceuticals position peaked at $25.7K in Q1 2025.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.