Level Four Advisory Services’s Vertex Pharmaceuticals VRTX Stock Holding History

Level Four Advisory 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	$4.25M	Sell	9,524 -29	-0.3%	-$13.5K	0.14%	190
2025 Q4	$4.33M	Buy	9,553 +1,967	+26%	+$848K	0.14%	188
2025 Q3	$2.97M	Buy	7,586 +135	+2%	+$56.4K	0.1%	224
2025 Q2	$3.32M	Sell	7,451 -985	-12%	-$454K	0.12%	204
2025 Q1	$4.09M	Buy	8,436 +969	+13%	+$452K	0.17%	170
2024 Q4	$3.01M	Buy	7,467 +434	+6%	+$201K	0.12%	193
2024 Q3	$3.35M	Sell	7,033 -142	-2%	-$68.2K	0.14%	182
2024 Q2	$3.36M	Sell	7,175 -349	-5%	-$151K	0.15%	183
2024 Q1	$3.06M	Buy	7,524 +248	+3%	+$105K	0.17%	147
2023 Q4	$2.96M	Sell	7,276 -290	-4%	-$107K	0.17%	148
2023 Q3	$2.63M	Buy	7,566 +35	+0.5%	+$12.2K	0.17%	150
2023 Q2	$2.65M	Buy	7,531 +35	+0.5%	+$11.8K	0.16%	146
2023 Q1	$2.36M	Sell	7,496 -415	-5%	-$124K	0.15%	155
2022 Q4	$2.28M	Sell	7,911 -719	-8%	-$219K	0.17%	145
2022 Q3	$2.5M	Sell	8,630 -262	-3%	-$75.4K	0.24%	109
2022 Q2	$2.51M	Sell	8,892 -422	-5%	-$113K	0.24%	118
2022 Q1	$2.43M	Buy	9,314 +87	+0.9%	+$20.6K	0.19%	137
2021 Q4	$2.03M	Sell	9,227 -576	-6%	-$112K	0.15%	154
2021 Q3	$1.78M	Buy	+9,803	New	+$1.91M	0.18%	134
2020 Q3	–	Sell	-865	Closed	-$248K	–	586
2020 Q2	$248K	Buy	+865	New	+$235K	0.02%	495

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

Level Four Advisory Services's VRTX Position: Q1 2026 in Review

Level Four Advisory Services reduced its Vertex Pharmaceuticals (VRTX) stake by 0.3% in Q1 2026, selling an estimated $13.5K and leaving 9,524 shares worth $4.25M. The position accounts for 0.14% of the portfolio, ranked #190.

Level Four Advisory Services first reported a position in VRTX in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.33M in Q4 2025. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Level Four Advisory Services held 9,524 shares of Vertex Pharmaceuticals worth $4.25M as of Q1 2026.
Level Four Advisory Services sold 29 Vertex Pharmaceuticals shares in Q1 2026, an estimated $13.5K.
Vertex Pharmaceuticals made up 0.14% of Level Four Advisory Services's portfolio in Q1 2026, its #190 holding.
Level Four Advisory Services first reported a position in Vertex Pharmaceuticals in Q2 2020 and has held it in 20 quarters since.
Level Four Advisory Services's Vertex Pharmaceuticals position peaked at $4.33M in Q4 2025.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.