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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
Q2 		$9.95M Sell
20,033
-652
-3% -$289K 0.11% 134
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Modera Wealth Management's VRTX Position: Q2 2026 in Review

Modera Wealth Management reduced its Vertex Pharmaceuticals (VRTX) stake by 3.2% in Q2 2026, selling an estimated $289K and leaving 20,033 shares worth $9.95M. The position accounts for 0.11% of the portfolio, ranked #134.

Modera Wealth Management first reported a position in VRTX in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.6M in Q2 2024. 1,757 funds tracked by Wall St. Rank hold VRTX as of Q2 2026.

  • Modera Wealth Management held 20,033 shares of Vertex Pharmaceuticals worth $9.95M as of Q2 2026.
  • Modera Wealth Management sold 652 Vertex Pharmaceuticals shares in Q2 2026, an estimated $289K.
  • Vertex Pharmaceuticals made up 0.11% of Modera Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Modera Wealth Management first reported a position in Vertex Pharmaceuticals in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's Vertex Pharmaceuticals position peaked at $11.6M in Q2 2024.
  • 1,757 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.