Kingswood Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Kingswood Wealth 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 Q1	$604K	Buy	1,353 +77	+6%	+$35.9K	0.03%	503
2025 Q4	$578K	Buy	+1,276	New	+$550K	0.03%	487
2025 Q3	–	Sell	-557	Closed	-$248K	–	847
2025 Q2	$248K	Buy	557 +1	+0.2%	+$461	0.02%	628
2025 Q1	$270K	Sell	556 -19	-3%	-$8.85K	0.02%	585
2024 Q4	$232K	Sell	575 -3,773	-87%	-$1.75M	0.02%	695
2024 Q3	$2.02M	Sell	4,348 -59	-1%	-$28.3K	0.14%	164
2024 Q2	$2.07M	Buy	4,407 +2,714	+160%	+$1.18M	0.19%	114
2024 Q1	$708K	Sell	1,693 -109	-6%	-$46.1K	0.08%	268
2023 Q4	$733K	Buy	+1,802	New	+$666K	0.08%	262

Other funds holding VRTX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kingswood Wealth Advisors's VRTX Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 6% in Q1 2026, buying an estimated $35.9K and bringing the position to 1,353 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #503.

Kingswood Wealth Advisors first reported a position in VRTX in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.07M in Q2 2024. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Kingswood Wealth Advisors held 1,353 shares of Vertex Pharmaceuticals worth $604K as of Q1 2026.
Kingswood Wealth Advisors bought 77 Vertex Pharmaceuticals shares in Q1 2026, an estimated $35.9K.
Vertex Pharmaceuticals made up 0.03% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #503 holding.
Kingswood Wealth Advisors first reported a position in Vertex Pharmaceuticals in Q4 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's Vertex Pharmaceuticals position peaked at $2.07M in Q2 2024.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.