Modera Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Modera Wealth 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
2026 Q1	$9.24M	Sell	20,685 -590	-3%	-$275K	0.11%	130
2025 Q4	$9.65M	Sell	21,275 -578	-3%	-$249K	0.11%	130
2025 Q3	$8.56M	Sell	21,853 -1,252	-5%	-$523K	0.1%	138
2025 Q2	$10.3M	Sell	23,105 -868	-4%	-$400K	0.13%	125
2025 Q1	$11.6M	Sell	23,973 -637	-3%	-$297K	0.16%	112
2024 Q4	$9.91M	Sell	24,610 -383	-2%	-$178K	0.12%	120
2024 Q3	$11.6M	Buy	24,993 +174	+0.7%	+$83.6K	0.15%	109
2024 Q2	$11.6M	Buy	24,819 +18	+0.1%	+$7.81K	0.17%	101
2024 Q1	$10.4M	Buy	24,801 +875	+4%	+$370K	0.16%	110
2023 Q4	$9.74M	Buy	23,926 +1,184	+5%	+$437K	0.16%	109
2023 Q3	$7.91M	Buy	22,742 +178	+0.8%	+$62.3K	0.15%	116
2023 Q2	$7.94M	Buy	+22,564	New	+$7.6M	0.14%	119

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

Modera Wealth Management's VRTX Position: Q1 2026 in Review

Modera Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 2.8% in Q1 2026, selling an estimated $275K and leaving 20,685 shares worth $9.24M. The position accounts for 0.11% of the portfolio, ranked #130.

Modera Wealth Management first reported a position in VRTX in Q2 2023 and has held it in 12 quarters since. The position peaked at $11.6M in Q2 2024. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

Modera Wealth Management held 20,685 shares of Vertex Pharmaceuticals worth $9.24M as of Q1 2026.
Modera Wealth Management sold 590 Vertex Pharmaceuticals shares in Q1 2026, an estimated $275K.
Vertex Pharmaceuticals made up 0.11% of Modera Wealth Management's portfolio in Q1 2026, its #130 holding.
Modera Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2023 and has held it in 12 quarters since.
Modera Wealth Management's Vertex Pharmaceuticals position peaked at $11.6M in Q2 2024.
1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.