Investment Advisory Group’s Vertex Pharmaceuticals VRTX Stock Holding History

Investment Advisory Group’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	$207K	Buy	+417	New	+$185K	0.04%	216
2026 Q1	–	Sell	-489	Closed	-$222K	–	201
2025 Q4	$222K	Sell	489 -120	-20%	-$51.7K	0.06%	182
2025 Q3	$239K	Sell	609 -103	-14%	-$43K	0.06%	168
2025 Q2	$317K	Sell	712 -5	-0.7%	-$2.3K	0.1%	134
2025 Q1	$348K	Buy	717 +1	+0.1%	+$466	0.12%	117
2024 Q4	$288K	Sell	716 -2	-0.3%	-$927	0.1%	127
2024 Q3	$334K	Buy	718 +7	+1%	+$3.36K	0.12%	122
2024 Q2	$333K	Sell	711 -1	-0.1%	-$434	0.13%	111
2024 Q1	$298K	Sell	712 -97	-12%	-$41K	0.12%	116
2023 Q4	$329K	Buy	+809	New	+$299K	0.15%	101

Other funds holding VRTX

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Investment Advisory Group's VRTX Position: Q2 2026 in Review

Investment Advisory Group opened a new position in Vertex Pharmaceuticals (VRTX) in Q2 2026: 417 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #216 among its holdings. This is a return to the name: Investment Advisory Group previously reported a position in VRTX as recently as Q4 2025.

Investment Advisory Group first reported a position in VRTX in Q4 2023 and has held it in 10 quarters since. The position peaked at $348K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

Investment Advisory Group held 417 shares of Vertex Pharmaceuticals worth $207K as of Q2 2026.
Vertex Pharmaceuticals was a new Investment Advisory Group position in Q2 2026.
Vertex Pharmaceuticals made up 0.04% of Investment Advisory Group's portfolio in Q2 2026, its #216 holding.
Investment Advisory Group first reported a position in Vertex Pharmaceuticals in Q4 2023 and has held it in 10 quarters since.
Investment Advisory Group's Vertex Pharmaceuticals position peaked at $348K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.