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Modern Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History

Modern 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 		$632K Buy
1,412
+132
+10% +$61.6K 0.01% 524
2025
Q4 		$580K Buy
1,280
+114
+10% +$49.1K 0.01% 504
2025
Q3 		$456K Buy
1,166
+105
+10% +$43.9K 0.01% 528
2025
Q2 		$472K Buy
1,061
+115
+12% +$53K 0.01% 490
2025
Q1 		$458K Buy
+946
New +$441K 0.01% 436

Other funds holding VRTX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Modern Wealth Management increased its Vertex Pharmaceuticals (VRTX) stake by 10% in Q1 2026, buying an estimated $61.6K and bringing the position to 1,412 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #524.

Modern Wealth Management first reported a position in VRTX in Q1 2025 and has held it in 5 quarters since. 1,687 funds tracked by Wall St. Rank hold VRTX as of Q1 2026.

  • Modern Wealth Management held 1,412 shares of Vertex Pharmaceuticals worth $632K as of Q1 2026.
  • Modern Wealth Management bought 132 Vertex Pharmaceuticals shares in Q1 2026, an estimated $61.6K.
  • Vertex Pharmaceuticals made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #524 holding.
  • Modern Wealth Management first reported a position in Vertex Pharmaceuticals in Q1 2025 and has held it in 5 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Vertex Pharmaceuticals as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.