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Legacy Financial Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History

Legacy 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
Q1 		$1.4M Buy
3,144
+169
+6% +$78.8K 0.2% 92
2025
Q4 		$1.35M Buy
2,975
+49
+2% +$21.1K 0.19% 97
2025
Q3 		$1.15M Sell
2,926
-55
-2% -$23K 0.16% 103
2025
Q2 		$1.33M Sell
2,981
-105
-3% -$48.4K 0.21% 79
2025
Q1 		$1.5M Buy
3,086
+534
+21% +$249K 0.25% 69
2024
Q4 		$1.03M Buy
2,552
+104
+4% +$48.2K 0.17% 104
2024
Q3 		$1.14M Buy
2,448
+25
+1% +$12K 0.19% 89
2024
Q2 		$1.14M Buy
2,423
+117
+5% +$50.8K 0.2% 79
2024
Q1 		$964K Buy
2,306
+147
+7% +$62.1K 0.17% 96
2023
Q4 		$878K Buy
2,159
+232
+12% +$85.7K 0.17% 91
2023
Q3 		$670K Buy
1,927
+376
+24% +$132K 0.13% 100
2023
Q2 		$546K Buy
1,551
+163
+12% +$54.9K 0.1% 127
2023
Q1 		$437K Buy
1,388
+92
+7% +$27.6K 0.09% 141
2022
Q4 		$374K Buy
1,296
+26
+2% +$7.92K 0.08% 146
2022
Q3 		$368K Buy
1,270
+116
+10% +$33.4K 0.09% 133
2022
Q2 		$325K Buy
1,154
+170
+17% +$45.5K 0.08% 139
2022
Q1 		$257K Buy
+984
New +$234K 0.06% 193
2019
Q2 		– Sell
-149
Closed -$27K – 886
2019
Q1 		$27K Buy
149
+23
+18% +$4.25K 0.01% 402
2018
Q4 		$21K Buy
126
+116
+1,160% +$20.1K 0.01% 406
2018
Q3 		$1K Hold
10
– – ﹤0.01% 864
2018
Q2 		$2K Sell
10
-43
-81% -$6.67K ﹤0.01% 840
2018
Q1 		$8K Buy
53
+48
+960% +$7.84K ﹤0.01% 551
2017
Q4 		$0 Buy
+5
New +$740 ﹤0.01% 861

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

Legacy Financial Advisors's VRTX Position: Q1 2026 in Review

Legacy Financial Advisors increased its Vertex Pharmaceuticals (VRTX) stake by 5.7% in Q1 2026, buying an estimated $78.8K and bringing the position to 3,144 shares worth $1.4M. The position accounts for 0.2% of the portfolio, ranked #92.

Legacy Financial Advisors first reported a position in VRTX in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.5M in Q1 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Legacy Financial Advisors held 3,144 shares of Vertex Pharmaceuticals worth $1.4M as of Q1 2026.
  • Legacy Financial Advisors bought 169 Vertex Pharmaceuticals shares in Q1 2026, an estimated $78.8K.
  • Vertex Pharmaceuticals made up 0.2% of Legacy Financial Advisors's portfolio in Q1 2026, its #92 holding.
  • Legacy Financial Advisors first reported a position in Vertex Pharmaceuticals in Q4 2017 and has held it in 23 quarters since.
  • Legacy Financial Advisors's Vertex Pharmaceuticals position peaked at $1.5M in Q1 2025.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.