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Meritage Portfolio Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Meritage Portfolio Management’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
Q4 		$11.5M Sell
25,438
-502
-2% -$216K 0.77% 28
2025
Q3 		$10.2M Sell
25,940
-7,003
-21% -$2.93M 0.68% 35
2025
Q2 		$14.7M Sell
32,943
-1,934
-6% -$891K 0.93% 23
2025
Q1 		$16.9M Sell
34,877
-862
-2% -$402K 1.12% 14
2024
Q4 		$14.4M Sell
35,739
-773
-2% -$358K 0.89% 24
2024
Q3 		$17M Sell
36,512
-584
-2% -$281K 1.04% 17
2024
Q2 		$17.4M Sell
37,096
-480
-1% -$208K 1.1% 13
2024
Q1 		$15.7M Sell
37,576
-1,772
-5% -$749K 1% 18
2023
Q4 		$16M Buy
39,348
+15,006
+62% +$5.54M 1.06% 17
2023
Q3 		$8.46M Buy
24,342
+19
+0.1% +$6.64K 0.63% 39
2023
Q2 		$8.56M Sell
24,323
-914
-4% -$308K 0.61% 37
2023
Q1 		$7.95M Sell
25,237
-612
-2% -$184K 0.6% 42
2022
Q4 		$7.46M Sell
25,849
-1,215
-4% -$370K 0.58% 46
2022
Q3 		$7.84M Buy
+27,064
New +$7.79M 0.65% 35

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Meritage Portfolio Management's VRTX Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Vertex Pharmaceuticals (VRTX) stake by 1.9% in Q4 2025, selling an estimated $216K and leaving 25,438 shares worth $11.5M. The position accounts for 0.77% of the portfolio, ranked #28.

Meritage Portfolio Management first reported a position in VRTX in Q3 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q2 2024. 1,670 funds tracked by Wall St. Rank hold VRTX as of Q4 2025.

  • Meritage Portfolio Management held 25,438 shares of Vertex Pharmaceuticals worth $11.5M as of Q4 2025.
  • Meritage Portfolio Management sold 502 Vertex Pharmaceuticals shares in Q4 2025, an estimated $216K.
  • Vertex Pharmaceuticals made up 0.77% of Meritage Portfolio Management's portfolio in Q4 2025, its #28 holding.
  • Meritage Portfolio Management first reported a position in Vertex Pharmaceuticals in Q3 2022 and has held it in 14 quarters since.
  • Meritage Portfolio Management's Vertex Pharmaceuticals position peaked at $17.4M in Q2 2024.
  • 1,670 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.