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Kestra Private Wealth Services’s Vertex Pharmaceuticals VRTX Stock Holding History

Kestra Private Wealth Services’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 		$4.32M Sell
9,675
-763
-7% -$356K 0.05% 355
2025
Q4 		$4.73M Buy
10,438
+184
+2% +$79.3K 0.06% 326
2025
Q3 		$4.02M Buy
10,254
+4,127
+67% +$1.72M 0.05% 346
2025
Q2 		$2.73M Buy
6,127
+868
+17% +$400K 0.04% 419
2025
Q1 		$2.55M Sell
5,259
-1,777
-25% -$828K 0.04% 396
2024
Q4 		$2.83M Sell
7,036
-5,825
-45% -$2.7M 0.05% 350
2024
Q3 		$5.98M Buy
12,861
+1,012
+9% +$486K 0.11% 208
2024
Q2 		$5.55M Buy
11,849
+5,448
+85% +$2.36M 0.11% 204
2024
Q1 		$2.68M Buy
6,401
+2,047
+47% +$865K 0.06% 309
2023
Q4 		$1.77M Buy
4,354
+1,150
+36% +$425K 0.05% 374
2023
Q3 		$1.11M Buy
3,204
+1,381
+76% +$483K 0.04% 434
2023
Q2 		$642K Buy
1,823
+280
+18% +$94.3K 0.02% 558
2023
Q1 		$486K Buy
1,543
+194
+14% +$58.2K 0.02% 608
2022
Q4 		$390K Sell
1,349
-8
-0.6% -$2.44K 0.02% 590
2022
Q3 		$393K Sell
1,357
-29
-2% -$8.34K 0.02% 567
2022
Q2 		$391K Sell
1,386
-97
-7% -$26K 0.02% 580
2022
Q1 		$387K Sell
1,483
-42
-3% -$9.97K 0.02% 660
2021
Q4 		$335K Buy
1,525
+397
+35% +$77.2K 0.02% 727
2021
Q3 		$205K Sell
1,128
-288
-20% -$56.2K 0.01% 843
2021
Q2 		$286K Buy
1,416
+78
+6% +$16.3K 0.02% 698
2021
Q1 		$288K Buy
+1,338
New +$294K 0.02% 609
2020
Q4 		– Sell
-825
Closed -$224K – 781
2020
Q3 		$224K Buy
+825
New +$228K 0.02% 571

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

Kestra Private Wealth Services's VRTX Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Vertex Pharmaceuticals (VRTX) stake by 7.3% in Q1 2026, selling an estimated $356K and leaving 9,675 shares worth $4.32M. The position accounts for 0.05% of the portfolio, ranked #355.

Kestra Private Wealth Services first reported a position in VRTX in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.98M in Q3 2024. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Kestra Private Wealth Services held 9,675 shares of Vertex Pharmaceuticals worth $4.32M as of Q1 2026.
  • Kestra Private Wealth Services sold 763 Vertex Pharmaceuticals shares in Q1 2026, an estimated $356K.
  • Vertex Pharmaceuticals made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #355 holding.
  • Kestra Private Wealth Services first reported a position in Vertex Pharmaceuticals in Q3 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Vertex Pharmaceuticals position peaked at $5.98M in Q3 2024.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.