Holt Capital Partners’s Vertex Pharmaceuticals VRTX Stock Holding History

Holt Capital Partners’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
2025 Q3	–	Sell	-1,977	Closed	-$880K	–	148
2025 Q2	$880K	Hold	1,977	–	–	0.15%	85
2025 Q1	$958K	Buy	1,977 +9	+0.5%	+$4.19K	0.15%	92
2024 Q4	$793K	Sell	1,968 -5	-0.3%	-$2.32K	0.12%	101
2024 Q3	$918K	Buy	1,973 +148	+8%	+$71.1K	0.14%	94
2024 Q2	$855K	Hold	1,825	–	–	0.18%	78
2024 Q1	$763K	Buy	1,825 +665	+57%	+$281K	0.13%	100
2023 Q4	$472K	Buy	+1,160	New	+$429K	0.08%	117
2020 Q4	–	Sell	-1,500	Closed	-$408K	–	158
2020 Q3	$408K	Hold	1,500	–	–	0.11%	105
2020 Q2	$435K	Hold	1,500	–	–	0.12%	102
2020 Q1	$357K	Hold	1,500	–	–	0.12%	100
2019 Q4	$328K	Buy	+1,500	New	+$304K	0.08%	122

Other funds holding VRTX

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Holt Capital Partners's VRTX Position: Q3 2025 in Review

Holt Capital Partners sold out of Vertex Pharmaceuticals (VRTX) in Q3 2025, closing a stake of 1,977 shares — an estimated $880K sold.

Holt Capital Partners first reported a position in VRTX in Q4 2019 and held it in 11 quarters. The position peaked at $958K in Q1 2025. 1,521 funds tracked by Wall St. Rank hold VRTX as of Q3 2025.

Holt Capital Partners reported no remaining Vertex Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
Holt Capital Partners sold 1,977 Vertex Pharmaceuticals shares in Q3 2025, an estimated $880K.
Holt Capital Partners first reported a position in Vertex Pharmaceuticals in Q4 2019 and held it in 11 quarters.
Holt Capital Partners's Vertex Pharmaceuticals position peaked at $958K in Q1 2025.
1,521 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q3 2025.

Based on Holt Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.