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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Investment Advisory Group's VRTX Position: Q1 2026 in Review

Investment Advisory Group sold out of Vertex Pharmaceuticals (VRTX) in Q1 2026, closing a stake of 489 shares — an estimated $222K sold.

Investment Advisory Group first reported a position in VRTX in Q4 2023 and held it in 9 quarters. The position peaked at $348K in Q1 2025. 1,688 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Investment Advisory Group reported no remaining Vertex Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Investment Advisory Group sold 489 Vertex Pharmaceuticals shares in Q1 2026, an estimated $222K.
  • Investment Advisory Group first reported a position in Vertex Pharmaceuticals in Q4 2023 and held it in 9 quarters.
  • Investment Advisory Group's Vertex Pharmaceuticals position peaked at $348K in Q1 2025.
  • 1,688 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.