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Marcum Wealth’s Vertex Pharmaceuticals VRTX Stock Holding History

Marcum Wealth’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
2025
Q1 		$605K Sell
1,247
-79
-6% -$36.8K 0.05% 170
2024
Q4 		$534K Buy
1,326
+122
+10% +$56.6K 0.05% 187
2024
Q3 		$560K Buy
1,204
+26
+2% +$12.5K 0.05% 176
2024
Q2 		$552K Buy
1,178
+2
+0.2% +$868 0.06% 172
2024
Q1 		$492K Sell
1,176
-16
-1% -$6.76K 0.05% 193
2023
Q4 		$485K Sell
1,192
-72
-6% -$26.6K 0.05% 188
2023
Q3 		$440K Sell
1,264
-5
-0.4% -$1.75K 0.05% 194
2023
Q2 		$447K Sell
1,269
-128
-9% -$43.1K 0.05% 190
2023
Q1 		$440K Sell
1,397
-56
-4% -$16.8K 0.05% 195
2022
Q4 		$420K Buy
1,453
+10
+0.7% +$3.05K 0.06% 186
2022
Q3 		$418K Sell
1,443
-75
-5% -$21.6K 0.06% 179
2022
Q2 		$428K Sell
1,518
-49
-3% -$13.1K 0.06% 179
2022
Q1 		$409K Sell
1,567
-84
-5% -$19.9K 0.06% 192
2021
Q4 		$363K Sell
1,651
-100
-6% -$19.4K 0.05% 218
2021
Q3 		$318K Buy
1,751
+72
+4% +$14.1K 0.05% 230
2021
Q2 		$339K Sell
1,679
-20
-1% -$4.18K 0.06% 203
2021
Q1 		$365K Buy
+1,699
New +$373K 0.06% 190

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Marcum Wealth's VRTX Position: Q1 2025 in Review

Marcum Wealth reduced its Vertex Pharmaceuticals (VRTX) stake by 6% in Q1 2025, selling an estimated $36.8K and leaving 1,247 shares worth $605K. The position accounts for 0.05% of the portfolio, ranked #170.

Marcum Wealth first reported a position in VRTX in Q1 2021 and has held it in 17 quarters since. 1,613 funds tracked by Wall St. Rank hold VRTX as of Q1 2025.

  • Marcum Wealth held 1,247 shares of Vertex Pharmaceuticals worth $605K as of Q1 2025.
  • Marcum Wealth sold 79 Vertex Pharmaceuticals shares in Q1 2025, an estimated $36.8K.
  • Vertex Pharmaceuticals made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #170 holding.
  • Marcum Wealth first reported a position in Vertex Pharmaceuticals in Q1 2021 and has held it in 17 quarters since.
  • 1,613 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.