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Kelleher Financial Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Kelleher Financial 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
Q2 		$72.5K Buy
146
+46
+46% +$20.4K 0.01% 406
2026
Q1 		$44.5K Hold
100
– – 0.01% 392
2025
Q4 		$45.3K Hold
100
– – 0.01% 413
2025
Q3 		$39.2K Buy
+100
New +$41.8K 0.01% 361

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's VRTX Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 46% in Q2 2026, buying an estimated $20.4K and bringing the position to 146 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #406.

Kelleher Financial Advisors first reported a position in VRTX in Q3 2025 and has held it in 4 quarters since. 1,762 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Kelleher Financial Advisors held 146 shares of Vertex Pharmaceuticals worth $72.5K as of Q2 2026.
  • Kelleher Financial Advisors bought 46 Vertex Pharmaceuticals shares in Q2 2026, an estimated $20.4K.
  • Vertex Pharmaceuticals made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #406 holding.
  • Kelleher Financial Advisors first reported a position in Vertex Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.